WIA
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Wealthstreet Investment Advisors’s Devon Energy DVN Stock Holding History

Wealthstreet Investment Advisors’s Portfolio DVN Stock Details DVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,677
Closed -$267K – 332
2018
Q3 		$267K Sell
6,677
-1,900
-22% -$80.8K 0.03% 305
2018
Q2 		$377K Sell
8,577
-250
-3% -$9.69K 0.05% 263
2018
Q1 		$280K Sell
8,827
-1,200
-12% -$44K 0.04% 290
2017
Q4 		$415K Buy
+10,027
New +$379K 0.05% 246

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