RSWM
Robertson Stephens Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,139
| Closed | -$255K | – | 443 |
|
|
2022
Q4 | $255K | Sell |
4,139
-114
| -3% | -$7.01K | 0.02% | 359 |
|
|
2022
Q3 | $255K | Buy |
4,253
+33
| +0.8% | +$1.98K | 0.03% | 305 |
|
|
2022
Q2 | $232K | Buy |
4,220
+783
| +23% | +$43K | 0.02% | 332 |
|
|
2022
Q1 | $203K | Sell |
3,437
-1,413
| -29% | -$83.5K | 0.02% | 369 |
|
|
2021
Q4 | $213K | Buy |
+4,850
| New | +$213K | 0.02% | 373 |
|