Mayflower Financial Advisors’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,637
| Closed | -$698K | – | 347 |
|
|
2023
Q3 | $698K | Buy |
14,637
+4,979
| +52% | +$237K | 0.1% | 153 |
|
|
2023
Q2 | $467K | Buy |
9,658
+483
| +5% | +$23.3K | 0.06% | 211 |
|
|
2023
Q1 | $464K | Buy |
9,175
+2,512
| +38% | +$127K | 0.06% | 210 |
|
|
2022
Q4 | $410K | Buy |
6,663
+1,419
| +27% | +$87.3K | 0.06% | 227 |
|
|
2022
Q3 | $315K | Sell |
5,244
-98
| -2% | -$5.89K | 0.05% | 247 |
|
|
2022
Q2 | $294K | Buy |
+5,342
| New | +$294K | 0.05% | 250 |
|