YorkBridge Wealth Partners’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-263
| Closed | -$8K | – | 296 |
|
|
2019
Q2 | $8K | Hold |
263
| – | – | ﹤0.01% | 604 |
|
|
2019
Q1 | $8K | Sell |
263
-1,072
| -80% | -$32.6K | ﹤0.01% | 614 |
|
|
2018
Q4 | $30K | Sell |
1,335
-431
| -24% | -$9.69K | 0.02% | 379 |
|
|
2018
Q3 | $71K | Hold |
1,766
| – | – | 0.03% | 321 |
|
|
2018
Q2 | $78K | Buy |
1,766
+717
| +68% | +$31.7K | 0.03% | 320 |
|
|
2018
Q1 | $34K | Hold |
1,049
| – | – | 0.02% | 410 |
|
|
2017
Q4 | $41K | Sell |
1,049
-64
| -6% | -$2.5K | 0.02% | 392 |
|
|
2017
Q3 | $41K | Buy |
1,113
+100
| +10% | +$3.68K | 0.02% | 397 |
|
|
2017
Q2 | $33K | Sell |
1,013
-100
| -9% | -$3.26K | 0.02% | 429 |
|
|
2017
Q1 | $43K | Buy |
1,113
+202
| +22% | +$7.8K | 0.02% | 385 |
|
|
2016
Q4 | $40K | Buy |
+911
| New | +$40K | 0.02% | 383 |
|