Blue Bell Private 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 | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-200
| Closed | -$7K | – | 443 |
|
2015
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 386 |
|
2015
Q2 | $12K | Hold |
200
| – | – | 0.01% | 354 |
|
2015
Q1 | $12K | Hold |
200
| – | – | 0.01% | 355 |
|
2014
Q4 | $12K | Sell |
200
-200
| -50% | -$12K | 0.01% | 361 |
|
2014
Q3 | $27K | Hold |
400
| – | – | 0.02% | 308 |
|
2014
Q2 | $32K | Hold |
400
| – | – | 0.02% | 270 |
|
2014
Q1 | $27K | Hold |
400
| – | – | 0.02% | 261 |
|
2013
Q4 | $25K | Buy |
+400
| New | +$25K | 0.02% | 279 |
|