Schechter Investment Advisors’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-9,770
Closed -$601K 711
2022
Q4
$601K Sell
9,770
-477
-5% -$29.3K 0.05% 448
2022
Q3
$616K Buy
10,247
+414
+4% +$24.9K 0.06% 445
2022
Q2
$541K Buy
9,833
+3,079
+46% +$169K 0.05% 503
2022
Q1
$399K Buy
+6,754
New +$399K 0.04% 601