EWM
Evermay Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8
| Closed | -$363 | – | 642 |
|
|
2023
Q4 | $363 | Sell |
8
-1,149
| -99% | -$52.1K | ﹤0.01% | 606 |
|
|
2023
Q3 | $55.2K | Hold |
1,157
| – | – | 0.01% | 293 |
|
|
2023
Q2 | $55.9K | Hold |
1,157
| – | – | 0.01% | 298 |
|
|
2023
Q1 | $58.6K | Buy |
1,157
+762
| +193% | +$38.6K | 0.01% | 287 |
|
|
2022
Q4 | $24.3K | Sell |
395
-1,400
| -78% | -$86.1K | ﹤0.01% | 353 |
|
|
2022
Q3 | $108K | Hold |
1,795
| – | – | 0.02% | 207 |
|
|
2022
Q2 | $99K | Buy |
+1,795
| New | +$99K | 0.02% | 220 |
|
|
2021
Q3 | – | Sell |
-140
| Closed | -$4K | – | 474 |
|
|
2021
Q2 | $4K | Buy |
+140
| New | +$4K | ﹤0.01% | 459 |
|