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Balboa Wealth Partners’s Devon Energy DVN Stock Holding History

Balboa Wealth 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
2023
Q2 		– Sell
-4,242
Closed -$215K – 309
2023
Q1 		$215K Sell
4,242
-2,073
-33% -$118K 0.08% 216
2022
Q4 		$388K Buy
6,315
+2,101
+50% +$143K 0.18% 130
2022
Q3 		$253K Buy
+4,214
New +$262K 0.11% 163

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