CWA
Constellation Wealth Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-149,415
| Closed | -$10.2M | – | 179 |
|
|
2014
Q3 | $10.2M | Buy |
149,415
+1,920
| +1% | +$131K | 0.94% | 22 |
|
|
2014
Q2 | $11.7M | Buy |
147,495
+7,024
| +5% | +$558K | 1.31% | 15 |
|
|
2014
Q1 | $9.4M | Buy |
140,471
+5,733
| +4% | +$384K | 0.92% | 28 |
|
|
2013
Q4 | $8.34M | Buy |
134,738
+6,716
| +5% | +$416K | 0.8% | 30 |
|
|
2013
Q3 | $7.4M | Buy |
128,022
+6,118
| +5% | +$353K | 0.84% | 26 |
|
|
2013
Q2 | $6.32M | Buy |
+121,904
| New | +$6.32M | 0.76% | 33 |
|