Wealthspire Advisors (New York)’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,584
| Closed | -$208K | – | 650 |
|
|
2023
Q4 | $208K | Buy |
+4,584
| New | +$208K | ﹤0.01% | 611 |
|
|
2023
Q3 | – | Sell |
-7,814
| Closed | -$378K | – | 602 |
|
|
2023
Q2 | $378K | Buy |
7,814
+466
| +6% | +$22.5K | 0.01% | 417 |
|
|
2023
Q1 | $372K | Buy |
7,348
+3,069
| +72% | +$155K | 0.01% | 402 |
|
|
2022
Q4 | $263K | Buy |
+4,279
| New | +$263K | ﹤0.01% | 481 |
|
|
2021
Q2 | – | Sell |
-22,994
| Closed | -$502K | – | 458 |
|
|
2021
Q1 | $502K | Buy |
22,994
+769
| +3% | +$16.8K | 0.01% | 396 |
|
|
2020
Q4 | $351K | Buy |
22,225
+7,595
| +52% | +$120K | 0.01% | 384 |
|
|
2020
Q3 | $138K | Buy |
14,630
+1,820
| +14% | +$17.2K | 0.01% | 309 |
|
|
2020
Q2 | $145K | Buy |
12,810
+446
| +4% | +$5.05K | 0.01% | 265 |
|
|
2020
Q1 | $85K | Buy |
+12,364
| New | +$85K | ﹤0.01% | 524 |
|
|
2019
Q1 | – | Sell |
-402
| Closed | -$9K | – | 250 |
|
|
2018
Q4 | $9K | Buy |
+402
| New | +$9K | ﹤0.01% | 522 |
|