Brendel Financial Advisors’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-26,209
| Closed | -$1.44M | – | 60 |
|
|
2022
Q2 | $1.44M | Sell |
26,209
-9,595
| -27% | -$529K | 1.26% | 34 |
|
|
2022
Q1 | $2.12M | Buy |
+35,804
| New | +$2.12M | 1.15% | 35 |
|
|
2021
Q3 | – | Sell |
-268
| Closed | -$8K | – | 126 |
|
|
2021
Q2 | $8K | Sell |
268
-98,970
| -100% | -$2.95M | ﹤0.01% | 214 |
|
|
2021
Q1 | $2.17M | Sell |
99,238
-13,530
| -12% | -$296K | 1.45% | 30 |
|
|
2020
Q4 | $1.78M | Buy |
+112,768
| New | +$1.78M | 1.21% | 32 |
|