Smith Salley Wealth Management’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-77,038
| Closed | -$4.58M | – | 157 |
|
|
2015
Q2 | $4.58M | Buy |
77,038
+1,249
| +2% | +$74.3K | 1.17% | 35 |
|
|
2015
Q1 | $4.57M | Buy |
75,789
+4,267
| +6% | +$257K | 1.16% | 35 |
|
|
2014
Q4 | $4.38M | Buy |
71,522
+4,519
| +7% | +$277K | 1.14% | 33 |
|
|
2014
Q3 | $4.57M | Sell |
67,003
-137
| -0.2% | -$9.34K | 1.21% | 27 |
|
|
2014
Q2 | $5.33M | Buy |
67,140
+34,453
| +105% | +$2.74M | 1.42% | 14 |
|
|
2014
Q1 | $2.19M | Buy |
32,687
+125
| +0.4% | +$8.37K | 1.37% | 30 |
|
|
2013
Q4 | $2.02M | Sell |
32,562
-1,433
| -4% | -$88.7K | 1.31% | 37 |
|
|
2013
Q3 | $1.96M | Buy |
33,995
+887
| +3% | +$51.2K | 1.58% | 27 |
|
|
2013
Q2 | $1.72M | Buy |
+33,108
| New | +$1.72M | 1.38% | 32 |
|