Heritage Trust’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-200
| Closed | -$10K | – | 235 |
|
|
2018
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 308 |
|
|
2018
Q3 | $14K | Hold |
200
| – | – | 0.01% | 290 |
|
|
2018
Q2 | $14K | Hold |
200
| – | – | 0.01% | 277 |
|
|
2018
Q1 | $13K | Hold |
200
| – | – | ﹤0.01% | 277 |
|
|
2017
Q4 | $14K | Hold |
200
| – | – | 0.01% | 259 |
|
|
2017
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 270 |
|
|
2017
Q2 | $13K | Hold |
200
| – | – | 0.01% | 247 |
|
|
2017
Q1 | $14K | Buy |
+200
| New | +$14K | 0.01% | 244 |
|