Wambolt & Associates’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-5,574
| Closed | -$254K | – | 239 |
|
2023
Q3 | $254K | Sell |
5,574
-804
| -13% | -$36.7K | 0.09% | 208 |
|
2023
Q2 | $308K | Sell |
6,378
-136
| -2% | -$6.57K | 0.11% | 198 |
|
2023
Q1 | $347K | Buy |
6,514
+1,374
| +27% | +$73.2K | 0.12% | 197 |
|
2022
Q4 | $316K | Buy |
5,140
+1,320
| +35% | +$81.2K | 0.12% | 188 |
|
2022
Q3 | $230K | Buy |
+3,820
| New | +$230K | 0.1% | 212 |
|