BerganKDV Wealth Management’s Devon Energy DVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$4.83K	Sell	100 -124	-55%	-$6.23K	﹤0.01%	614
2023 Q1	$11.3K	Sell	224 -13	-5%	-$740	﹤0.01%	584
2022 Q4	$14.6K	Sell	237 -10	-4%	-$682	﹤0.01%	526
2022 Q3	$15K	Buy	247 +52	+27%	+$3.23K	﹤0.01%	520
2022 Q2	$11K	Buy	195 +44	+29%	+$2.87K	﹤0.01%	575
2022 Q1	$9K	Sell	151 -9	-6%	-$487	﹤0.01%	623
2021 Q4	$7K	Buy	160 +1	+0.6%	+$42	﹤0.01%	725
2021 Q3	$6K	Buy	159 +1	+0.6%	+$28	﹤0.01%	723
2021 Q2	$5K	Hold	158	–	–	﹤0.01%	694
2021 Q1	$3K	Buy	158 +55	+53%	+$1.13K	﹤0.01%	725
2020 Q4	$2K	Hold	103	–	–	﹤0.01%	765
2020 Q3	$1K	Sell	103 -97	-49%	-$1.02K	﹤0.01%	783
2020 Q2	$2K	Buy	+200	New	+$2.28K	﹤0.01%	742