Guardian Investor Services’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | $96K | Hold |
1,186
| – | – | 0.08% | 305 |
|
2014
Q4 | $90K | Sell |
1,186
-33
| -3% | -$2.5K | 0.07% | 313 |
|
2014
Q3 | $89K | Sell |
1,219
-98
| -7% | -$7.16K | 0.07% | 314 |
|
2014
Q2 | $95K | Sell |
1,317
-45
| -3% | -$3.25K | 0.07% | 316 |
|
2014
Q1 | $94K | Sell |
1,362
-52
| -4% | -$3.59K | 0.07% | 320 |
|
2013
Q4 | $90K | Buy |
1,414
+42
| +3% | +$2.67K | 0.07% | 328 |
|
2013
Q3 | $78K | Hold |
1,372
| – | – | 0.07% | 340 |
|
2013
Q2 | $83K | Buy |
+1,372
| New | +$83K | 0.07% | 319 |
|