Caldwell Investment Management’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-17,700
| Closed | -$1.09M | – | 26 |
|
|
2022
Q4 | $1.09M | Sell |
17,700
-1,700
| -9% | -$105K | 1.15% | 20 |
|
|
2022
Q3 | $1.19M | Sell |
19,400
-100
| -0.5% | -$6.11K | 1.44% | 17 |
|
|
2022
Q2 | $1.08M | Sell |
19,500
-10,000
| -34% | -$551K | 1.08% | 21 |
|
|
2022
Q1 | $1.79M | Buy |
29,500
+6,600
| +29% | +$400K | 1.41% | 15 |
|
|
2021
Q4 | $1M | Buy |
+22,900
| New | +$1M | 0.78% | 29 |
|