Avantax Planning Partners’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,155
| Closed | -$244K | – | 451 |
|
|
2024
Q2 | $244K | Buy |
5,155
+215
| +4% | +$10.2K | 0.01% | 401 |
|
|
2024
Q1 | $248K | Sell |
4,940
-2,836
| -36% | -$142K | 0.01% | 398 |
|
|
2023
Q4 | $352K | Buy |
+7,776
| New | +$352K | 0.01% | 279 |
|
|
2018
Q4 | – | Sell |
-1,720
| Closed | -$69K | – | 512 |
|
|
2018
Q3 | $69K | Buy |
+1,720
| New | +$69K | 0.01% | 414 |
|
|
2018
Q2 | – | Sell |
-1,772
| Closed | -$56K | – | 543 |
|
|
2018
Q1 | $56K | Buy |
+1,772
| New | +$56K | ﹤0.01% | 511 |
|
|
2017
Q3 | – | Sell |
-7,048
| Closed | -$225K | – | 363 |
|
|
2017
Q2 | $225K | Buy |
7,048
+96
| +1% | +$3.07K | 0.02% | 310 |
|
|
2017
Q1 | $290K | Buy |
6,952
+120
| +2% | +$5.01K | 0.03% | 244 |
|
|
2016
Q4 | $312K | Buy |
+6,832
| New | +$312K | 0.03% | 222 |
|