PWAG
Polaris Wealth Advisory Group’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-838
| Closed | -$27K | – | 304 |
|
|
2018
Q1 | $27K | Buy |
+838
| New | +$27K | ﹤0.01% | 272 |
|
|
2017
Q2 | – | Sell |
-437,737
| Closed | -$18.3M | – | 123 |
|
|
2017
Q1 | $18.3M | Buy |
437,737
+11,304
| +3% | +$472K | 1.99% | 18 |
|
|
2016
Q4 | $19.5M | Sell |
426,433
-7,070
| -2% | -$323K | 2.26% | 11 |
|
|
2016
Q3 | $19.1M | Buy |
+433,503
| New | +$19.1M | 2.28% | 10 |
|