Alan B. Lancz & Associates’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 |
-4,371
| Closed | -$208K | – | 136 |
|
|
2023
Q3 | $208K | Hold |
4,371
| – | – | 0.24% | 115 |
|
|
2023
Q2 | $211K | Hold |
4,371
| – | – | 0.23% | 119 |
|
|
2023
Q1 | $221K | Buy |
4,371
+1,400
| +47% | +$70.9K | 0.23% | 115 |
|
|
2022
Q4 | $189K | Buy |
2,971
+700
| +31% | +$44.5K | 0.19% | 137 |
|
|
2022
Q3 | $137K | Hold |
2,271
| – | – | 0.16% | 151 |
|
|
2022
Q2 | $143K | Buy |
+2,271
| New | +$143K | 0.14% | 162 |
|