Partnervest Advisory Services’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-400
| Closed | -$29K | – | 310 |
|
|
2014
Q2 | $29K | Buy |
400
+25
| +7% | +$1.81K | 0.01% | 458 |
|
|
2014
Q1 | $26K | Buy |
375
+75
| +25% | +$5.2K | 0.01% | 441 |
|
|
2013
Q4 | $19K | Hold |
300
| – | – | 0.01% | 483 |
|
|
2013
Q3 | $17K | Buy |
300
+100
| +50% | +$5.67K | 0.01% | 504 |
|
|
2013
Q2 | $12K | Buy |
+200
| New | +$12K | 0.01% | 555 |
|