Integrated Wealth Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-39
| Closed | -$3K | – | 421 |
|
|
2016
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 985 |
|
|
2016
Q2 | $3K | Hold |
39
| – | – | ﹤0.01% | 1000 |
|
|
2016
Q1 | $3K | Hold |
39
| – | – | ﹤0.01% | 920 |
|
|
2015
Q4 | $3K | Hold |
39
| – | – | ﹤0.01% | 1010 |
|
|
2015
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 1021 |
|
|
2015
Q2 | $3K | Hold |
39
| – | – | ﹤0.01% | 1044 |
|
|
2015
Q1 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 1015 |
|