EWM
Evercore Wealth Management’s DaVita DVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,250
| Closed | -$146K | – | 918 |
|
|
2017
Q2 | $146K | Hold |
2,250
| – | – | 0.01% | 407 |
|
|
2017
Q1 | $153K | Hold |
2,250
| – | – | 0.01% | 412 |
|
|
2016
Q4 | $144K | Buy |
+2,250
| New | +$144K | 0.01% | 432 |
|
|
2013
Q4 | – | Sell |
-156
| Closed | -$9K | – | 876 |
|
|
2013
Q3 | $9K | Buy |
+156
| New | +$9K | ﹤0.01% | 761 |
|