Edge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-250
| Closed | -$11K | – | 610 |
|
|
2018
Q2 | $11K | Hold |
250
| – | – | ﹤0.01% | 404 |
|
|
2018
Q1 | $8K | Hold |
250
| – | – | ﹤0.01% | 401 |
|
|
2017
Q4 | $10K | Hold |
250
| – | – | ﹤0.01% | 376 |
|
|
2017
Q3 | $9K | Hold |
250
| – | – | ﹤0.01% | 378 |
|
|
2017
Q2 | $8K | Hold |
250
| – | – | ﹤0.01% | 375 |
|
|
2017
Q1 | $10K | Buy |
+250
| New | +$10K | ﹤0.01% | 343 |
|
|
2016
Q2 | – | Sell |
-1,500
| Closed | -$41K | – | 459 |
|
|
2016
Q1 | $41K | Buy |
+1,500
| New | +$41K | 0.02% | 187 |
|
|
2014
Q3 | – | Sell |
-1,295
| Closed | -$103K | – | 421 |
|
|
2014
Q2 | $103K | Hold |
1,295
| – | – | 0.04% | 131 |
|
|
2014
Q1 | $87K | Sell |
1,295
-35
| -3% | -$2.35K | 0.04% | 137 |
|
|
2013
Q4 | $82K | Sell |
1,330
-20
| -1% | -$1.23K | 0.04% | 133 |
|
|
2013
Q3 | $78K | Sell |
1,350
-40
| -3% | -$2.31K | 0.05% | 111 |
|
|
2013
Q2 | $72K | Buy |
+1,390
| New | +$72K | 0.05% | 100 |
|