BWA
BDO Wealth Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $57.7K | Buy |
1,194
+528
| +79% | +$25.5K | 0.01% | 410 |
|
|
2023
Q1 | $33.7K | Buy |
666
+9
| +1% | +$455 | ﹤0.01% | 490 |
|
|
2022
Q4 | $40.4K | Buy |
657
+11
| +2% | +$676 | 0.01% | 448 |
|
|
2022
Q3 | $39K | Sell |
646
-37
| -5% | -$2.23K | 0.01% | 447 |
|
|
2022
Q2 | $38K | Sell |
683
-140
| -17% | -$7.79K | ﹤0.01% | 450 |
|
|
2022
Q1 | $49K | Buy |
823
+358
| +77% | +$21.3K | 0.01% | 432 |
|
|
2021
Q4 | $20K | Buy |
465
+9
| +2% | +$387 | ﹤0.01% | 619 |
|
|
2021
Q3 | $16K | Sell |
456
-270
| -37% | -$9.47K | ﹤0.01% | 649 |
|
|
2021
Q2 | $21K | Buy |
726
+6
| +0.8% | +$174 | ﹤0.01% | 615 |
|
|
2021
Q1 | $16K | Buy |
720
+281
| +64% | +$6.24K | ﹤0.01% | 647 |
|
|
2020
Q4 | $7K | Buy |
439
+22
| +5% | +$351 | ﹤0.01% | 588 |
|
|
2020
Q3 | $4K | Sell |
417
-243
| -37% | -$2.33K | ﹤0.01% | 581 |
|
|
2020
Q2 | $7K | Buy |
660
+7
| +1% | +$74 | ﹤0.01% | 530 |
|
|
2020
Q1 | $5K | Buy |
+653
| New | +$5K | ﹤0.01% | 598 |
|
|
2019
Q2 | – | Sell |
-300
| Closed | -$9K | – | 625 |
|
|
2019
Q1 | $9K | Buy |
300
+59
| +24% | +$1.77K | ﹤0.01% | 433 |
|
|
2018
Q4 | $5K | Buy |
+241
| New | +$5K | ﹤0.01% | 447 |
|
|
2018
Q1 | – | Sell |
-13
| Closed | -$1K | – | 583 |
|
|
2017
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 455 |
|