Morningstar Investment Services’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-23,418
| Closed | -$1.07M | – | 191 |
|
|
2016
Q4 | $1.07M | Buy |
23,418
+65
| +0.3% | +$2.97K | 0.04% | 138 |
|
|
2016
Q3 | $1.03M | Buy |
23,353
+7,635
| +49% | +$337K | 0.03% | 165 |
|
|
2016
Q2 | $588K | Buy |
15,718
+3,693
| +31% | +$138K | 0.02% | 176 |
|
|
2016
Q1 | $330K | Buy |
+12,025
| New | +$330K | 0.01% | 188 |
|
|
2015
Q2 | – | Sell |
-81,787
| Closed | -$4.93M | – | 215 |
|
|
2015
Q1 | $4.93M | Sell |
81,787
-2,495
| -3% | -$150K | 0.22% | 99 |
|
|
2014
Q4 | $5.16M | Sell |
84,282
-5,040
| -6% | -$309K | 0.24% | 92 |
|
|
2014
Q3 | $6.09M | Buy |
89,322
+2,904
| +3% | +$198K | 0.31% | 80 |
|
|
2014
Q2 | $6.86M | Buy |
86,418
+8,122
| +10% | +$645K | 0.4% | 70 |
|
|
2014
Q1 | $5.24M | Buy |
78,296
+39,847
| +104% | +$2.67M | 0.36% | 70 |
|
|
2013
Q4 | $2.38M | Buy |
38,449
+4,573
| +13% | +$283K | 0.18% | 111 |
|
|
2013
Q3 | $1.98M | Buy |
33,876
+3,904
| +13% | +$228K | 0.17% | 113 |
|
|
2013
Q2 | $1.56M | Buy |
+29,972
| New | +$1.56M | 0.16% | 104 |
|