Curi Wealth 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 |
-3,511
| Closed | -$216K | – | 169 |
|
|
2022
Q4 | $216K | Sell |
3,511
-2
| -0.1% | -$123 | 0.03% | 176 |
|
|
2022
Q3 | $211K | Buy |
3,513
+1,350
| +62% | +$81.1K | 0.04% | 167 |
|
|
2022
Q2 | $119K | Buy |
2,163
+600
| +38% | +$33K | 0.02% | 158 |
|
|
2022
Q1 | $92K | Buy |
1,563
+800
| +105% | +$47.1K | 0.02% | 166 |
|
|
2021
Q4 | $33K | Buy |
+763
| New | +$33K | 0.01% | 203 |
|
|
2021
Q1 | – | Sell |
-137
| Closed | -$2K | – | 211 |
|
|
2020
Q4 | $2K | Buy |
+137
| New | +$2K | ﹤0.01% | 336 |
|