Wealthcare Advisory Partners’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,248
| Closed | -$204K | – | 915 |
|
|
2024
Q4 | $204K | Sell |
6,248
-547
| -8% | -$17.9K | 0.01% | 856 |
|
|
2024
Q3 | $266K | Sell |
6,795
-3,015
| -31% | -$118K | 0.01% | 754 |
|
|
2024
Q2 | $465K | Sell |
9,810
-657
| -6% | -$31.1K | 0.01% | 552 |
|
|
2024
Q1 | $525K | Buy |
10,467
+1,213
| +13% | +$60.9K | 0.02% | 529 |
|
|
2023
Q4 | $419K | Sell |
9,254
-768
| -8% | -$34.8K | 0.02% | 520 |
|
|
2023
Q3 | $478K | Sell |
10,022
-542
| -5% | -$25.9K | 0.02% | 441 |
|
|
2023
Q2 | $511K | Sell |
10,564
-3,464
| -25% | -$167K | 0.02% | 444 |
|
|
2023
Q1 | $710K | Buy |
14,028
+8,951
| +176% | +$453K | 0.03% | 366 |
|
|
2022
Q4 | $312K | Buy |
+5,077
| New | +$312K | 0.01% | 524 |
|
|
2021
Q2 | – | Sell |
-1,404
| Closed | -$31K | – | 877 |
|
|
2021
Q1 | $31K | Buy |
+1,404
| New | +$31K | ﹤0.01% | 1050 |
|
|
2020
Q2 | – | Sell |
-328
| Closed | -$2K | – | 576 |
|
|
2020
Q1 | $2K | Buy |
328
+1
| +0.3% | +$6 | ﹤0.01% | 1278 |
|
|
2019
Q4 | $9K | Buy |
327
+300
| +1,111% | +$8.26K | ﹤0.01% | 966 |
|
|
2019
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 1278 |
|
|
2019
Q2 | $1K | Sell |
27
-1
| -4% | -$37 | ﹤0.01% | 1240 |
|
|
2019
Q1 | $1K | Sell |
28
-45
| -62% | -$1.61K | ﹤0.01% | 1145 |
|
|
2018
Q4 | $2K | Hold |
73
| – | – | ﹤0.01% | 1067 |
|
|
2018
Q3 | $3K | Hold |
73
| – | – | ﹤0.01% | 1065 |
|
|
2018
Q2 | $3K | Sell |
73
-29
| -28% | -$1.19K | ﹤0.01% | 1057 |
|
|
2018
Q1 | $3K | Hold |
102
| – | – | ﹤0.01% | 907 |
|
|
2017
Q4 | $4K | Buy |
102
+29
| +40% | +$1.14K | ﹤0.01% | 814 |
|
|
2017
Q3 | $3K | Buy |
73
+72
| +7,200% | +$2.96K | ﹤0.01% | 717 |
|
|
2017
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 113 |
|
|
2017
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 113 |
|
|
2016
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 109 |
|
|
2016
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 93 |
|
|
2016
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 114 |
|