XWM
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Xcel Wealth Management’s Devon Energy DVN Stock Holding History

Xcel Wealth Management’s Portfolio DVN Stock Details DVN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,184
Closed -$212K – 137
2023
Q1 		$212K Buy
4,184
+795
+23% +$40.2K 0.07% 123
2022
Q4 		$208K Buy
+3,389
New +$208K 0.08% 124