BAM
Bruderman Asset Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-235
| Closed | -$7K | – | 225 |
|
|
2019
Q1 | $7K | Sell |
235
-37
| -14% | -$1.1K | ﹤0.01% | 469 |
|
|
2018
Q4 | $6K | Buy |
272
+72
| +36% | +$1.59K | ﹤0.01% | 468 |
|
|
2018
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 291 |
|
|
2018
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 302 |
|
|
2018
Q1 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 314 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$6K | – | 174 |
|
|
2017
Q2 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 329 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$9K | – | 172 |
|
|
2016
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 317 |
|
|
2016
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 332 |
|
|
2016
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 333 |
|
|
2016
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 360 |
|
|
2015
Q4 | $6K | Sell |
200
-358
| -64% | -$10.7K | ﹤0.01% | 361 |
|
|
2015
Q3 | $21K | Hold |
558
| – | – | 0.01% | 275 |
|
|
2015
Q2 | $33K | Hold |
558
| – | – | 0.01% | 261 |
|
|
2015
Q1 | $34K | Buy |
+558
| New | +$34K | 0.01% | 254 |
|