WAM
Worth Asset Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,140
| Closed | -$152K | – | 176 |
|
|
2023
Q2 | $152K | Buy |
3,140
+2,955
| +1,597% | +$143K | 0.12% | 105 |
|
|
2023
Q1 | $9.35K | Sell |
185
-115
| -38% | -$5.81K | 0.01% | 328 |
|
|
2022
Q4 | $18.5K | Buy |
+300
| New | +$18.5K | 0.01% | 264 |
|
|
2022
Q3 | – | Sell |
-536
| Closed | -$30K | – | 484 |
|
|
2022
Q2 | $30K | Sell |
536
-512
| -49% | -$28.7K | 0.02% | 256 |
|
|
2022
Q1 | $68K | Buy |
+1,048
| New | +$68K | 0.04% | 171 |
|