FineMark National Bank & Trust’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-36
| Closed | -$3K | – | 1393 |
|
|
2016
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 1088 |
|
|
2015
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 1102 |
|
|
2015
Q3 | $3K | Sell |
36
-200
| -85% | -$16.7K | ﹤0.01% | 1167 |
|
|
2015
Q2 | $19K | Hold |
236
| – | – | ﹤0.01% | 899 |
|
|
2015
Q1 | $19K | Buy |
+236
| New | +$19K | ﹤0.01% | 889 |
|
|
2013
Q4 | – | Sell |
-200
| Closed | -$11K | – | 1576 |
|
|
2013
Q3 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 952 |
|