FWM
Frontier Wealth Management’s Devon Energy DVN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $28.2M | Sell |
511,155
-45,855
| -8% | -$2.53M | 2.05% | 11 |
|
2022
Q1 | $34.7M | Sell |
557,010
-67,195
| -11% | -$4.18M | 0.43% | 10 |
|
2021
Q4 | $27.5M | Sell |
624,205
-146,994
| -19% | -$6.48M | 1.81% | 9 |
|
2021
Q3 | $27.4M | Sell |
771,199
-222,372
| -22% | -$7.9M | 1.89% | 9 |
|
2021
Q2 | $29M | Buy |
+993,571
| New | +$29M | 2.03% | 10 |
|
2020
Q2 | – | Sell |
-11,652
| Closed | -$81K | – | 349 |
|
2020
Q1 | $81K | Buy |
11,652
+3,460
| +42% | +$24.1K | 0.01% | 277 |
|
2019
Q4 | $213K | Sell |
8,192
-132
| -2% | -$3.43K | 0.03% | 273 |
|
2019
Q3 | $200K | Buy |
8,324
+986
| +13% | +$23.7K | 0.03% | 285 |
|
2019
Q2 | $209K | Buy |
+7,338
| New | +$209K | 0.03% | 278 |
|
2017
Q1 | – | Sell |
-4,792
| Closed | -$219K | – | 406 |
|
2016
Q4 | $219K | Buy |
+4,792
| New | +$219K | 0.04% | 343 |
|
2015
Q2 | – | Sell |
-7,741
| Closed | -$467K | – | 359 |
|
2015
Q1 | $467K | Buy |
7,741
+513
| +7% | +$30.9K | 0.08% | 177 |
|
2014
Q4 | $442K | Buy |
+7,228
| New | +$442K | 0.08% | 150 |
|