TWM
Torch Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-3,000
| Closed | -$205K | – | 92 |
|
|
2014
Q3 | $205K | Hold |
3,000
| – | – | 0.15% | 94 |
|
|
2014
Q2 | $238K | Hold |
3,000
| – | – | 0.16% | 89 |
|
|
2014
Q1 | $201K | Buy |
3,000
+600
| +25% | +$40.2K | 0.15% | 90 |
|
|
2013
Q4 | $148K | Buy |
+2,400
| New | +$148K | 0.11% | 97 |
|