WR Wealth Planners’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $94.2K | Sell |
2,879
-1,699
| -37% | -$55.6K | 0.03% | 238 |
|
|
2024
Q3 | $179K | Buy |
4,578
+2,236
| +95% | +$87.5K | 0.05% | 201 |
|
|
2024
Q2 | $111K | Buy |
2,342
+103
| +5% | +$4.88K | 0.03% | 236 |
|
|
2024
Q1 | $112K | Buy |
+2,239
| New | +$112K | 0.03% | 238 |
|
|
2023
Q4 | – | Sell |
-2,084
| Closed | -$99.4K | – | 364 |
|
|
2023
Q3 | $99.4K | Sell |
2,084
-49
| -2% | -$2.34K | 0.04% | 236 |
|
|
2023
Q2 | $103K | Sell |
2,133
-1,988
| -48% | -$96.1K | 0.04% | 236 |
|
|
2023
Q1 | $209K | Buy |
4,121
+4,016
| +3,825% | +$203K | 0.09% | 149 |
|
|
2022
Q4 | $6.45K | Sell |
105
-54
| -34% | -$3.32K | ﹤0.01% | 311 |
|
|
2022
Q3 | $9.53K | Sell |
159
-961
| -86% | -$57.6K | 0.01% | 265 |
|
|
2022
Q2 | $61.7K | Hold |
1,120
| – | – | 0.04% | 157 |
|
|
2022
Q1 | $66.2K | Buy |
+1,120
| New | +$66.2K | 0.04% | 155 |
|