Rockefeller Financial Services’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-7,200
| Closed | -$466K | – | 530 |
|
|
2017
Q2 | $466K | Hold |
7,200
| – | – | 0.01% | 236 |
|
|
2017
Q1 | $489K | Hold |
7,200
| – | – | 0.01% | 240 |
|
|
2016
Q4 | $462K | Hold |
7,200
| – | – | 0.01% | 260 |
|
|
2016
Q3 | $476K | Hold |
7,200
| – | – | 0.01% | 244 |
|
|
2016
Q2 | $557K | Hold |
7,200
| – | – | 0.01% | 238 |
|
|
2016
Q1 | $528K | Hold |
7,200
| – | – | 0.01% | 242 |
|
|
2015
Q4 | $502K | Hold |
7,200
| – | – | 0.01% | 253 |
|
|
2015
Q3 | $521K | Hold |
7,200
| – | – | 0.01% | 243 |
|
|
2015
Q2 | $572K | Hold |
7,200
| – | – | 0.01% | 229 |
|
|
2015
Q1 | $585K | Buy |
+7,200
| New | +$585K | 0.01% | 228 |
|