Smith Shellnut Wilson’s DaVita DVA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-3,662
Closed -$283K 138
2017
Q2
$283K Sell
3,662
-195
-5% -$15.1K 0.29% 83
2017
Q1
$262K Hold
3,857
0.24% 102
2016
Q4
$248K Buy
+3,857
New +$248K 0.24% 107