Western Pacific Wealth Management’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-697
| Closed | -$33.2K | – | 254 |
|
|
2023
Q3 | $33.2K | Hold |
697
| – | – | 0.03% | 160 |
|
|
2023
Q2 | $33.7K | Sell |
697
-386
| -36% | -$18.7K | 0.03% | 162 |
|
|
2023
Q1 | $54.8K | Hold |
1,083
| – | – | 0.04% | 138 |
|
|
2022
Q4 | $66.6K | Buy |
1,083
+390
| +56% | +$24K | 0.06% | 109 |
|
|
2022
Q3 | $41K | Buy |
+693
| New | +$41K | 0.04% | 115 |
|