Empirical Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,523
| Closed | -$217K | – | 469 |
|
|
2022
Q4 | $217K | Sell |
3,523
-2,016
| -36% | -$124K | 0.01% | 424 |
|
|
2022
Q3 | $333K | Buy |
5,539
+90
| +2% | +$5.41K | 0.02% | 358 |
|
|
2022
Q2 | $300K | Buy |
5,449
+911
| +20% | +$50.2K | 0.02% | 387 |
|
|
2022
Q1 | $268K | Buy |
+4,538
| New | +$268K | 0.01% | 423 |
|