MinichMacGregor Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-38
| Closed | -$1K | – | 198 |
|
|
2018
Q3 | $1K | Hold |
38
| – | – | ﹤0.01% | 478 |
|
|
2018
Q2 | $1K | Hold |
38
| – | – | ﹤0.01% | 478 |
|
|
2018
Q1 | $1K | Buy |
38
+3
| +9% | +$79 | ﹤0.01% | 458 |
|
|
2017
Q4 | $1K | Buy |
35
+9
| +35% | +$257 | ﹤0.01% | 449 |
|
|
2017
Q3 | $0 | Hold |
26
| – | – | ﹤0.01% | 489 |
|
|
2017
Q2 | $0 | Hold |
26
| – | – | ﹤0.01% | 483 |
|
|
2017
Q1 | $1K | Sell |
26
-2
| -7% | -$77 | ﹤0.01% | 409 |
|
|
2016
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 410 |
|
|
2016
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 406 |
|
|
2016
Q2 | $1K | Sell |
28
-16
| -36% | -$571 | ﹤0.01% | 389 |
|
|
2016
Q1 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 375 |
|