WealthPLAN Partners’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4
| Closed | -$193 | – | 513 |
|
|
2023
Q2 | $193 | Sell |
4
-258
| -98% | -$12.4K | ﹤0.01% | 1213 |
|
|
2023
Q1 | $13.3K | Buy |
+262
| New | +$13.3K | ﹤0.01% | 797 |
|
|
2021
Q3 | – | Sell |
-8,528
| Closed | -$239K | – | 375 |
|
|
2021
Q2 | $239K | Sell |
8,528
-25
| -0.3% | -$701 | 0.02% | 319 |
|
|
2021
Q1 | $201K | Sell |
8,553
-2,581
| -23% | -$60.7K | 0.02% | 318 |
|
|
2020
Q4 | $202K | Buy |
+11,134
| New | +$202K | 0.02% | 314 |
|
|
2016
Q3 | $13.5K | Sell |
312
-212
| -40% | -$9.18K | ﹤0.01% | 554 |
|
|
2016
Q2 | $11.3K | Buy |
+524
| New | +$11.3K | ﹤0.01% | 1686 |
|
|
2015
Q4 | $8.37K | Buy |
+371
| New | +$8.37K | ﹤0.01% | 1202 |
|
|
2015
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 360 |
|
|
2015
Q1 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 434 |
|