Williams Jones Wealth Management’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,825
| Closed | -$292K | – | 529 |
|
|
2024
Q1 | $292K | Sell |
5,825
-665
| -10% | -$33.4K | ﹤0.01% | 435 |
|
|
2023
Q4 | $294K | Buy |
+6,490
| New | +$294K | ﹤0.01% | 425 |
|
|
2023
Q1 | – | Sell |
-4,077
| Closed | -$251K | – | 577 |
|
|
2022
Q4 | $251K | Buy |
4,077
+176
| +5% | +$10.8K | ﹤0.01% | 472 |
|
|
2022
Q3 | $235K | Buy |
+3,901
| New | +$235K | ﹤0.01% | 477 |
|