Avitas Wealth Management’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-30,083
Closed -$1.85M 203
2022
Q4
$1.85M Buy
30,083
+194
+0.6% +$11.9K 0.39% 77
2022
Q3
$1.8M Sell
29,889
-22,653
-43% -$1.36M 0.41% 73
2022
Q2
$2.9M Buy
52,542
+16,429
+45% +$906K 0.63% 47
2022
Q1
$2.14M Buy
+36,113
New +$2.14M 0.39% 83