WFG Advisors’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $7K | Sell |
223
-1,081
| -83% | -$33.9K | ﹤0.01% | 1212 |
|
|
2017
Q1 | $54K | Sell |
1,304
-15,626
| -92% | -$647K | 0.01% | 642 |
|
|
2016
Q4 | $773K | Buy |
16,930
+15,810
| +1,412% | +$722K | 0.19% | 139 |
|
|
2016
Q3 | $49K | Hold |
1,120
| – | – | 0.01% | 711 |
|
|
2016
Q2 | $41K | Sell |
1,120
-1,404
| -56% | -$51.4K | 0.01% | 735 |
|
|
2016
Q1 | $69K | Buy |
2,524
+558
| +28% | +$15.3K | 0.02% | 575 |
|
|
2015
Q4 | $63K | Sell |
1,966
-207
| -10% | -$6.63K | 0.02% | 595 |
|
|
2015
Q3 | $81K | Buy |
2,173
+764
| +54% | +$28.5K | 0.03% | 505 |
|
|
2015
Q2 | $84K | Sell |
1,409
-516
| -27% | -$30.8K | 0.02% | 581 |
|
|
2015
Q1 | $116K | Sell |
1,925
-589
| -23% | -$35.5K | 0.03% | 484 |
|
|
2014
Q4 | $154K | Sell |
2,514
-875
| -26% | -$53.6K | 0.03% | 512 |
|
|
2014
Q3 | $231K | Sell |
3,389
-47
| -1% | -$3.2K | 0.04% | 415 |
|
|
2014
Q2 | $273K | Sell |
3,436
-5
| -0.1% | -$397 | 0.05% | 378 |
|
|
2014
Q1 | $230K | Sell |
3,441
-49
| -1% | -$3.28K | 0.05% | 401 |
|
|
2013
Q4 | $216K | Sell |
3,490
-97
| -3% | -$6K | 0.03% | 494 |
|
|
2013
Q3 | $207K | Buy |
3,587
+566
| +19% | +$32.7K | 0.03% | 472 |
|
|
2013
Q2 | $157K | Buy |
+3,021
| New | +$157K | 0.03% | 528 |
|