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Reilly Financial Advisors’s DaVita DVA Stock Holding History

Reilly Financial Advisors’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		$82K Hold
722
– – 0.01% 315
2021
Q3 		$84K Hold
722
– – 0.01% 295
2021
Q2 		$87K Hold
722
– – 0.01% 296
2021
Q1 		$78K Hold
722
– – 0.01% 294
2020
Q4 		$85K Sell
722
-500
-41% -$58.9K 0.01% 269
2020
Q3 		$105K Hold
1,222
– – 0.01% 227
2020
Q2 		$97K Hold
1,222
– – 0.01% 233
2020
Q1 		$93K Hold
1,222
– – 0.01% 228
2019
Q4 		$92K Hold
1,222
– – 0.01% 253
2019
Q3 		$70K Hold
1,222
– – 0.01% 292
2019
Q2 		$69K Hold
1,222
– – 0.01% 304
2019
Q1 		$66K Hold
1,222
– – 0.01% 295
2018
Q4 		$63K Hold
1,222
– – 0.01% 286
2018
Q3 		$88K Hold
1,222
– – 0.01% 259
2018
Q2 		$85K Sell
1,222
-50
-4% -$3.48K 0.01% 235
2018
Q1 		$84K Hold
1,272
– – 0.01% 238
2017
Q4 		$92K Hold
1,272
– – 0.01% 242
2017
Q3 		$76K Hold
1,272
– – 0.01% 256
2017
Q2 		$82K Hold
1,272
– – 0.01% 237
2017
Q1 		$86K Hold
1,272
– – 0.01% 222
2016
Q4 		$82K Hold
1,272
– – 0.01% 214
2016
Q3 		$84K Sell
1,272
-54
-4% -$3.57K 0.01% 208
2016
Q2 		$103K Buy
+1,326
New +$103K 0.02% 191
2016
Q1 		– Hold
0
– – – 951
2015
Q4 		– Sell
-1,272
Closed -$92K – 977
2015
Q3 		$92K Hold
1,272
– – 0.02% 270
2015
Q2 		$101K Sell
1,272
-300
-19% -$23.8K 0.02% 279
2015
Q1 		$128K Hold
1,572
– – 0.02% 226
2014
Q4 		$119K Buy
1,572
+50
+3% +$3.79K 0.03% 173
2014
Q3 		$111K Hold
1,522
– – 0.03% 173
2014
Q2 		$111K Buy
1,522
+300
+25% +$21.9K 0.03% 173
2014
Q1 		$84K Sell
1,222
-130
-10% -$8.94K 0.02% 193
2013
Q4 		$86K Buy
1,352
+352
+35% +$22.4K 0.02% 179
2013
Q3 		$58K Hold
1,000
– – 0.02% 198
2013
Q2 		$57K Buy
+1,000
New +$57K 0.02% 200