Warther Private Wealth’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,669
| Closed | -$388K | – | 66 |
|
|
2023
Q1 | $388K | Sell |
7,669
-34,114
| -82% | -$1.73M | 0.3% | 52 |
|
|
2022
Q4 | $2.57M | Buy |
41,783
+1,028
| +3% | +$63.2K | 1.92% | 17 |
|
|
2022
Q3 | $2.45M | Buy |
40,755
+3,101
| +8% | +$186K | 1.94% | 16 |
|
|
2022
Q2 | $2.08M | Buy |
37,654
+10,710
| +40% | +$590K | 1.52% | 17 |
|
|
2022
Q1 | $1.63M | Buy |
26,944
+21,118
| +362% | +$1.27M | 1.06% | 25 |
|
|
2021
Q4 | $265K | Buy |
+5,826
| New | +$265K | 0.2% | 104 |
|