Balboa Wealth Partners’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,242
Closed -$215K 309
2023
Q1
$215K Sell
4,242
-2,073
-33% -$105K 0.08% 216
2022
Q4
$388K Buy
6,315
+2,101
+50% +$129K 0.18% 130
2022
Q3
$253K Buy
+4,214
New +$253K 0.11% 163