BWP
Baldwin Wealth Partners’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-35
| Closed | -$1.37K | – | 453 |
|
|
2024
Q3 | $1.37K | Buy |
+35
| New | +$1.37K | ﹤0.01% | 992 |
|
|
2024
Q1 | – | Sell |
-150
| Closed | -$6.8K | – | 703 |
|
|
2023
Q4 | $6.8K | Hold |
150
| – | – | ﹤0.01% | 605 |
|
|
2023
Q3 | $7.16K | Hold |
150
| – | – | ﹤0.01% | 601 |
|
|
2023
Q2 | $7.25K | Sell |
150
-74
| -33% | -$3.58K | ﹤0.01% | 620 |
|
|
2023
Q1 | $11.3K | Hold |
224
| – | – | ﹤0.01% | 606 |
|
|
2022
Q4 | $13.8K | Buy |
+224
| New | +$13.8K | ﹤0.01% | 577 |
|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$80K | – | 510 |
|
|
2018
Q3 | $80K | Hold |
2,000
| – | – | 0.01% | 272 |
|
|
2018
Q2 | $88K | Hold |
2,000
| – | – | 0.01% | 267 |
|
|
2018
Q1 | $64K | Hold |
2,000
| – | – | 0.01% | 269 |
|
|
2017
Q4 | $83K | Sell |
2,000
-100
| -5% | -$4.15K | 0.01% | 260 |
|
|
2017
Q3 | $77K | Hold |
2,100
| – | – | 0.01% | 253 |
|
|
2017
Q2 | $67K | Hold |
2,100
| – | – | 0.01% | 271 |
|
|
2017
Q1 | $88K | Sell |
2,100
-1,555
| -43% | -$65.2K | 0.01% | 249 |
|
|
2016
Q4 | $167K | Hold |
3,655
| – | – | 0.03% | 188 |
|
|
2016
Q3 | $161K | Hold |
3,655
| – | – | 0.03% | 194 |
|
|
2016
Q2 | $132K | Hold |
3,655
| – | – | 0.03% | 189 |
|
|
2016
Q1 | $100K | Buy |
+3,655
| New | +$100K | 0.02% | 238 |
|