Wealthspire Advisors (Maryland)’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $139K | Buy |
14,730
+1,952
| +15% | +$18.4K | ﹤0.01% | 458 |
|
|
2020
Q2 | $145K | Buy |
12,778
+2,388
| +23% | +$27.1K | 0.01% | 427 |
|
|
2020
Q1 | $72K | Buy |
+10,390
| New | +$72K | 0.01% | 417 |
|
|
2019
Q2 | – | Sell |
-1,633
| Closed | -$52K | – | 884 |
|
|
2019
Q1 | $52K | Buy |
1,633
+353
| +28% | +$11.2K | ﹤0.01% | 882 |
|
|
2018
Q4 | $29K | Sell |
1,280
-1,288
| -50% | -$29.2K | ﹤0.01% | 1063 |
|
|
2018
Q3 | $103K | Buy |
2,568
+77
| +3% | +$3.09K | 0.01% | 672 |
|
|
2018
Q2 | $110K | Buy |
2,491
+146
| +6% | +$6.45K | 0.01% | 670 |
|
|
2018
Q1 | $75K | Sell |
2,345
-171
| -7% | -$5.47K | 0.01% | 821 |
|
|
2017
Q4 | $104K | Buy |
2,516
+538
| +27% | +$22.2K | 0.01% | 698 |
|
|
2017
Q3 | $73K | Buy |
1,978
+461
| +30% | +$17K | 0.01% | 827 |
|
|
2017
Q2 | $48K | Sell |
1,517
-305
| -17% | -$9.65K | 0.01% | 960 |
|
|
2017
Q1 | $76K | Buy |
1,822
+67
| +4% | +$2.8K | 0.01% | 679 |
|
|
2016
Q4 | $80K | Buy |
1,755
+297
| +20% | +$13.5K | 0.01% | 652 |
|
|
2016
Q3 | $64K | Buy |
1,458
+136
| +10% | +$5.97K | 0.01% | 709 |
|
|
2016
Q2 | $48K | Buy |
1,322
+171
| +15% | +$6.21K | 0.01% | 744 |
|
|
2016
Q1 | $32K | Sell |
1,151
-1,771
| -61% | -$49.2K | 0.01% | 810 |
|
|
2015
Q4 | $94K | Buy |
+2,922
| New | +$94K | 0.02% | 540 |
|