LGWM
Litman Gregory Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-32
| Closed | -$1K | – | 226 |
|
|
2019
Q3 | $1K | Sell |
32
-31
| -49% | -$969 | ﹤0.01% | 201 |
|
|
2019
Q2 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 213 |
|
|
2018
Q2 | – | Sell |
-150
| Closed | -$5K | – | 117 |
|
|
2018
Q1 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 152 |
|