Lenox Wealth 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
Q1 | – | Sell |
-58
| Closed | -$1K | – | 608 |
|
|
2018
Q4 | $1K | Hold |
58
| – | – | ﹤0.01% | 356 |
|
|
2018
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 366 |
|
|
2018
Q2 | $3K | Hold |
58
| – | – | ﹤0.01% | 481 |
|
|
2018
Q1 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 467 |
|
|
2015
Q4 | – | Sell |
-316
| Closed | -$12K | – | 519 |
|
|
2015
Q3 | $12K | Hold |
316
| – | – | ﹤0.01% | 169 |
|
|
2015
Q2 | $19K | Hold |
316
| – | – | 0.01% | 104 |
|
|
2015
Q1 | $19K | Hold |
316
| – | – | 0.01% | 131 |
|
|
2014
Q4 | $19K | Sell |
316
-198
| -39% | -$11.9K | 0.01% | 137 |
|
|
2014
Q3 | $35K | Hold |
514
| – | – | 0.02% | 100 |
|
|
2014
Q2 | $40K | Buy |
514
+316
| +160% | +$24.6K | 0.02% | 76 |
|
|
2014
Q1 | $13K | Sell |
198
-126
| -39% | -$8.27K | 0.01% | 117 |
|
|
2013
Q4 | $20K | Buy |
324
+126
| +64% | +$7.78K | 0.01% | 111 |
|
|
2013
Q3 | $11K | Hold |
198
| – | – | 0.01% | 97 |
|
|
2013
Q2 | $10K | Buy |
+198
| New | +$10K | 0.01% | 112 |
|