Holistic Financial Partners’s DaVita DVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-860	Closed	-$57K	–	126
2018 Q1	$57K	Buy	860 +15	+2%	+$994	0.05%	180
2017 Q4	$61K	Buy	+845	New	+$61K	0.05%	172