Mitchell & Pahl Private Wealth’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 |
-5,527
| Closed | -$264K | – | 147 |
|
|
2023
Q3 | $264K | Hold |
5,527
| – | – | 0.16% | 142 |
|
|
2023
Q2 | $267K | Buy |
5,527
+540
| +11% | +$26.1K | 0.16% | 143 |
|
|
2023
Q1 | $252K | Buy |
4,987
+440
| +10% | +$22.3K | 0.16% | 146 |
|
|
2022
Q4 | $280K | Buy |
4,547
+745
| +20% | +$45.8K | 0.18% | 140 |
|
|
2022
Q3 | $229K | Buy |
+3,802
| New | +$229K | 0.17% | 145 |
|