AA
Apriem Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,443
| Closed | -$207K | – | 147 |
|
|
2022
Q3 | $207K | Buy |
+3,443
| New | +$207K | 0.04% | 130 |
|
|
2017
Q2 | – | Sell |
-30
| Closed | -$1K | – | 243 |
|
|
2017
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 627 |
|
|
2016
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 662 |
|
|
2016
Q1 | – | Sell |
-101
| Closed | -$3K | – | 585 |
|
|
2015
Q4 | $3K | Buy |
+101
| New | +$3K | ﹤0.01% | 474 |
|
|
2015
Q3 | – | Sell |
-222
| Closed | -$13K | – | 536 |
|
|
2015
Q2 | $13K | Buy |
+222
| New | +$13K | ﹤0.01% | 381 |
|
|
2014
Q1 | – | Sell |
-320
| Closed | -$20K | – | 500 |
|
|
2013
Q4 | $20K | Buy |
+320
| New | +$20K | 0.01% | 291 |
|