BWA
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Bordeaux Wealth Advisors’s Devon Energy DVN Stock Holding History

Bordeaux Wealth Advisors’s Portfolio DVN Stock Details DVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,760
Closed -$230K – 96
2023
Q2 		$230K Buy
+4,760
New +$230K 0.09% 92