SWM
Selective Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-200
| Closed | -$12K | – | 267 |
|
|
2022
Q3 | $12K | Sell |
200
-1,750
| -90% | -$105K | 0.01% | 491 |
|
|
2022
Q2 | $107K | Hold |
1,950
| – | – | 0.04% | 210 |
|
|
2022
Q1 | $115K | Buy |
1,950
+1,000
| +105% | +$59K | 0.04% | 191 |
|
|
2021
Q4 | $42K | Hold |
950
| – | – | 0.02% | 301 |
|
|
2021
Q3 | $34K | Buy |
+950
| New | +$34K | 0.02% | 304 |
|