Baystate 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
Q4 | $51.8K | Buy |
1,142
+304
| +36% | +$13.8K | ﹤0.01% | 375 |
|
|
2023
Q3 | $40K | Hold |
838
| – | – | ﹤0.01% | 375 |
|
|
2023
Q2 | $40.5K | Hold |
838
| – | – | ﹤0.01% | 356 |
|
|
2023
Q1 | $42.4K | Buy |
838
+156
| +23% | +$7.9K | ﹤0.01% | 355 |
|
|
2022
Q4 | $42K | Buy |
682
+24
| +4% | +$1.48K | ﹤0.01% | 351 |
|
|
2022
Q3 | $40K | Hold |
658
| – | – | ﹤0.01% | 331 |
|
|
2022
Q2 | $36K | Buy |
+658
| New | +$36K | ﹤0.01% | 361 |
|
|
2017
Q3 | – | Sell |
-20
| Closed | -$1K | – | 661 |
|
|
2017
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 570 |
|
|
2017
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 532 |
|