Aurora Private Wealth’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,270
| Closed | -$982K | – | 148 |
|
|
2024
Q1 | $982K | Buy |
19,270
+374
| +2% | +$19.1K | 0.85% | 32 |
|
|
2023
Q4 | $856K | Buy |
18,896
+194
| +1% | +$8.79K | 0.81% | 34 |
|
|
2023
Q3 | $892K | Buy |
18,702
+624
| +3% | +$29.8K | 0.99% | 27 |
|
|
2023
Q2 | $874K | Sell |
18,078
-1,699
| -9% | -$82.1K | 0.99% | 28 |
|
|
2023
Q1 | $1M | Buy |
19,777
+9,514
| +93% | +$482K | 1.07% | 25 |
|
|
2022
Q4 | $631K | Buy |
10,263
+708
| +7% | +$43.5K | 0.72% | 37 |
|
|
2022
Q3 | $575K | Buy |
9,555
+1,292
| +16% | +$77.8K | 0.27% | 64 |
|
|
2022
Q2 | $455K | Buy |
8,263
+669
| +9% | +$36.8K | 0.21% | 80 |
|
|
2022
Q1 | $449K | Hold |
7,594
| – | – | 0.18% | 100 |
|
|
2021
Q4 | $335K | Buy |
+7,594
| New | +$335K | 0.15% | 126 |
|