Gideon Capital Advisors’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-29,983
| Closed | -$721K | – | 298 |
|
|
2019
Q3 | $721K | Buy |
+29,983
| New | +$721K | 0.24% | 146 |
|
|
2018
Q4 | – | Sell |
-18,243
| Closed | -$729K | – | 406 |
|
|
2018
Q3 | $729K | Buy |
+18,243
| New | +$729K | 0.34% | 81 |
|
|
2018
Q1 | – | Sell |
-11,448
| Closed | -$474K | – | 378 |
|
|
2017
Q4 | $474K | Buy |
11,448
+1,917
| +20% | +$79.4K | 0.42% | 59 |
|
|
2017
Q3 | $350K | Buy |
+9,531
| New | +$350K | 0.35% | 99 |
|
|
2017
Q1 | – | Sell |
-6,760
| Closed | -$309K | – | 425 |
|
|
2016
Q4 | $309K | Buy |
+6,760
| New | +$309K | 0.2% | 239 |
|