Avidian Wealth Enterprises’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 |
-5,679
| Closed | -$269K | – | 506 |
|
|
2024
Q2 | $269K | Buy |
+5,679
| New | +$269K | 0.01% | 405 |
|
|
2023
Q4 | – | Sell |
-5,716
| Closed | -$273K | – | 421 |
|
|
2023
Q3 | $273K | Buy |
5,716
+752
| +15% | +$35.9K | 0.02% | 341 |
|
|
2023
Q2 | $240K | Sell |
4,964
-9,318
| -65% | -$450K | 0.02% | 371 |
|
|
2023
Q1 | $723K | Buy |
14,282
+1,132
| +9% | +$57.3K | 0.04% | 237 |
|
|
2022
Q4 | $809K | Buy |
13,150
+1,386
| +12% | +$85.3K | 0.05% | 206 |
|
|
2022
Q3 | $707K | Buy |
11,764
+919
| +8% | +$55.2K | 0.05% | 188 |
|
|
2022
Q2 | $598K | Sell |
10,845
-4,404
| -29% | -$243K | 0.04% | 239 |
|
|
2022
Q1 | $902K | Buy |
15,249
+6,856
| +82% | +$406K | 0.06% | 202 |
|
|
2021
Q4 | $370K | Buy |
8,393
+949
| +13% | +$41.8K | 0.02% | 352 |
|
|
2021
Q3 | $264K | Buy |
+7,444
| New | +$264K | 0.02% | 314 |
|
|
2019
Q2 | – | Sell |
-6,973
| Closed | -$220K | – | 149 |
|
|
2019
Q1 | $220K | Buy |
+6,973
| New | +$220K | 0.05% | 117 |
|
|
2018
Q3 | – | Sell |
-9,877
| Closed | -$434K | – | 109 |
|
|
2018
Q2 | $434K | Buy |
+9,877
| New | +$434K | 0.14% | 58 |
|