UIA
Ulland Investment Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,247
| Closed | -$923K | – | 216 |
|
|
2023
Q1 | $923K | Sell |
18,247
-10,832
| -37% | -$548K | 1.08% | 25 |
|
|
2022
Q4 | $1.79M | Buy |
29,079
+2,480
| +9% | +$153K | 2.14% | 17 |
|
|
2022
Q3 | $1.6M | Buy |
26,599
+13,370
| +101% | +$804K | 1.75% | 22 |
|
|
2022
Q2 | $729K | Buy |
+13,229
| New | +$729K | 0.75% | 36 |
|