Bridgewater Wealth & Financial Management’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
$4.76M Sell
114,998
-12,549
-10% -$520K 1.9% 23
2017
Q3
$4.68M Sell
127,547
-10,056
-7% -$369K 1.92% 21
2017
Q2
$4.4M Buy
137,603
+13,039
+10% +$417K 1.47% 27
2017
Q1
$5.2M Buy
124,564
+3,389
+3% +$141K 1.9% 20
2016
Q4
$5.53M Buy
+121,175
New +$5.53M 2.09% 18