BerganKDV 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
Q2 | $4.83K | Sell |
100
-124
| -55% | -$5.99K | ﹤0.01% | 614 |
|
|
2023
Q1 | $11.3K | Sell |
224
-13
| -5% | -$658 | ﹤0.01% | 584 |
|
|
2022
Q4 | $14.6K | Sell |
237
-10
| -4% | -$615 | ﹤0.01% | 526 |
|
|
2022
Q3 | $15K | Buy |
247
+52
| +27% | +$3.16K | ﹤0.01% | 520 |
|
|
2022
Q2 | $11K | Buy |
195
+44
| +29% | +$2.48K | ﹤0.01% | 575 |
|
|
2022
Q1 | $9K | Sell |
151
-9
| -6% | -$536 | ﹤0.01% | 623 |
|
|
2021
Q4 | $7K | Buy |
160
+1
| +0.6% | +$44 | ﹤0.01% | 725 |
|
|
2021
Q3 | $6K | Buy |
159
+1
| +0.6% | +$38 | ﹤0.01% | 723 |
|
|
2021
Q2 | $5K | Hold |
158
| – | – | ﹤0.01% | 694 |
|
|
2021
Q1 | $3K | Buy |
158
+55
| +53% | +$1.04K | ﹤0.01% | 725 |
|
|
2020
Q4 | $2K | Hold |
103
| – | – | ﹤0.01% | 765 |
|
|
2020
Q3 | $1K | Sell |
103
-97
| -49% | -$942 | ﹤0.01% | 783 |
|
|
2020
Q2 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 742 |
|