River Wealth Advisors’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-13,673
| Closed | -$329K | – | 165 |
|
|
2019
Q3 | $329K | Sell |
13,673
-366
| -3% | -$8.81K | 0.12% | 136 |
|
|
2019
Q2 | $400K | Sell |
14,039
-5,706
| -29% | -$163K | 0.16% | 120 |
|
|
2019
Q1 | $623K | Sell |
19,745
-1,497
| -7% | -$47.2K | 0.26% | 100 |
|
|
2018
Q4 | $479K | Sell |
21,242
-15,874
| -43% | -$358K | 0.21% | 104 |
|
|
2018
Q3 | $1.48M | Sell |
37,116
-1,803
| -5% | -$72K | 0.55% | 59 |
|
|
2018
Q2 | $1.71M | Sell |
38,919
-2,688
| -6% | -$118K | 0.67% | 56 |
|
|
2018
Q1 | $1.32M | Sell |
41,607
-733
| -2% | -$23.3K | 0.56% | 66 |
|
|
2017
Q4 | $1.75M | Sell |
42,340
-1,123
| -3% | -$46.5K | 0.73% | 52 |
|
|
2017
Q3 | $1.6M | Sell |
43,463
-1,399
| -3% | -$51.4K | 0.72% | 51 |
|
|
2017
Q2 | $1.43M | Sell |
44,862
-192
| -0.4% | -$6.14K | 0.67% | 54 |
|
|
2017
Q1 | $1.88M | Buy |
45,054
+601
| +1% | +$25.1K | 0.91% | 39 |
|
|
2016
Q4 | $2.03M | Buy |
44,453
+3,697
| +9% | +$169K | 1.03% | 32 |
|
|
2016
Q3 | $1.8M | Buy |
40,756
+5,000
| +14% | +$221K | 0.99% | 37 |
|
|
2016
Q2 | $1.3M | Buy |
35,756
+4,901
| +16% | +$178K | 0.74% | 50 |
|
|
2016
Q1 | $847K | Buy |
30,855
+12,423
| +67% | +$341K | 0.51% | 72 |
|
|
2015
Q4 | $590K | Buy |
18,432
+1,137
| +7% | +$36.4K | 0.37% | 87 |
|
|
2015
Q3 | $641K | Buy |
17,295
+636
| +4% | +$23.6K | 0.44% | 79 |
|
|
2015
Q2 | $991K | Buy |
16,659
+195
| +1% | +$11.6K | 0.63% | 60 |
|
|
2015
Q1 | $993K | Buy |
+16,464
| New | +$993K | 0.61% | 62 |
|