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Avantax Planning Partners’s Devon Energy DVN Stock Holding History

Avantax Planning Partners’s Portfolio DVN Stock Details DVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,155
Closed -$244K – 451
2024
Q2 		$244K Buy
5,155
+215
+4% +$10.7K 0.01% 401
2024
Q1 		$248K Sell
4,940
-2,836
-36% -$126K 0.01% 398
2023
Q4 		$352K Buy
+7,776
New +$356K 0.01% 279
2018
Q4 		– Sell
-1,720
Closed -$69K – 514
2018
Q3 		$69K Buy
+1,720
New +$73.2K 0.01% 414
2018
Q2 		– Sell
-1,772
Closed -$56K – 546
2018
Q1 		$56K Buy
+1,772
New +$65K ﹤0.01% 512
2017
Q3 		– Sell
-7,048
Closed -$225K – 366
2017
Q2 		$225K Buy
7,048
+96
+1% +$3.51K 0.02% 310
2017
Q1 		$290K Buy
6,952
+120
+2% +$5.28K 0.03% 244
2016
Q4 		$312K Buy
+6,832
New +$302K 0.03% 222

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EP
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