WESPAC Advisors SoCal’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-30,400
| Closed | -$959K | – | 140 |
|
|
2019
Q1 | $959K | Buy |
30,400
+14,950
| +97% | +$472K | 0.53% | 36 |
|
|
2018
Q4 | $348K | Sell |
15,450
-6,225
| -29% | -$140K | 0.22% | 57 |
|
|
2018
Q3 | $865K | Buy |
21,675
+725
| +3% | +$28.9K | 0.43% | 42 |
|
|
2018
Q2 | $920K | Sell |
20,950
-1,250
| -6% | -$54.9K | 0.53% | 39 |
|
|
2018
Q1 | $705K | Buy |
22,200
+4,700
| +27% | +$149K | 0.41% | 44 |
|
|
2017
Q4 | $724K | Buy |
17,500
+1,150
| +7% | +$47.6K | 0.41% | 41 |
|
|
2017
Q3 | $600K | Sell |
16,350
-400
| -2% | -$14.7K | 0.36% | 47 |
|
|
2017
Q2 | $535K | Buy |
16,750
+1,200
| +8% | +$38.3K | 0.34% | 51 |
|
|
2017
Q1 | $649K | Buy |
15,550
+1,650
| +12% | +$68.8K | 0.4% | 39 |
|
|
2016
Q4 | $635K | Sell |
13,900
-225
| -2% | -$10.3K | 0.41% | 37 |
|
|
2016
Q3 | $623K | Sell |
14,125
-50
| -0.4% | -$2.21K | 0.42% | 44 |
|
|
2016
Q2 | $514K | Buy |
+14,175
| New | +$514K | 0.33% | 48 |
|