Carolina Wealth Advisors’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-70
| Closed | -$3.34K | – | 257 |
|
|
2023
Q3 | $3.34K | Sell |
70
-80
| -53% | -$3.82K | ﹤0.01% | 204 |
|
|
2023
Q2 | $7.25K | Hold |
150
| – | – | ﹤0.01% | 165 |
|
|
2023
Q1 | $7.59K | Hold |
150
| – | – | ﹤0.01% | 157 |
|
|
2022
Q4 | $9K | Buy |
150
+70
| +88% | +$4.2K | 0.01% | 150 |
|
|
2022
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 169 |
|
|
2022
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 200 |
|
|
2022
Q1 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 205 |
|