Carson Advisory’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,764
| Closed | -$226K | – | 181 |
|
|
2024
Q2 | $226K | Buy |
+4,764
| New | +$226K | 0.16% | 148 |
|
|
2024
Q1 | – | Sell |
-4,483
| Closed | -$203K | – | 175 |
|
|
2023
Q4 | $203K | Sell |
4,483
-453
| -9% | -$20.5K | 0.16% | 147 |
|
|
2023
Q3 | $235K | Buy |
4,936
+4
| +0.1% | +$191 | 0.21% | 131 |
|
|
2023
Q2 | $238K | Buy |
+4,932
| New | +$238K | 0.2% | 129 |
|
|
2022
Q4 | – | Sell |
-3,615
| Closed | -$217K | – | 139 |
|
|
2022
Q3 | $217K | Buy |
+3,615
| New | +$217K | 0.24% | 107 |
|