Stifel Trust’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $464K | Sell |
6,340
-750
| -11% | -$54.9K | 0.09% | 145 |
|
|
2014
Q2 | $513K | Hold |
7,090
| – | – | 0.1% | 139 |
|
|
2014
Q1 | $489K | Hold |
7,090
| – | – | 0.09% | 135 |
|
|
2013
Q4 | $450K | Buy |
7,090
+694
| +11% | +$44K | 0.08% | 140 |
|
|
2013
Q3 | $364K | Buy |
6,396
+1,000
| +19% | +$56.9K | 0.07% | 147 |
|
|
2013
Q2 | $326K | Buy |
+5,396
| New | +$326K | 0.07% | 147 |
|