TA
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Tiedemann Advisors’s DaVita DVA Stock Holding History

Tiedemann Advisors’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-6,489
Closed -$514K – 322
2020
Q2 		$514K Hold
6,489
– – 0.03% 212
2020
Q1 		$494K Buy
+6,489
New +$510K 0.03% 204
2019
Q2 		– Sell
-14,182
Closed -$771K – 335
2019
Q1 		$771K Buy
14,182
+11
+0.1% +$609 0.04% 251
2018
Q4 		$729K Hold
14,171
– – 0.04% 241
2018
Q3 		$1.01M Sell
14,171
-8
-0.1% -$566 0.06% 167
2018
Q2 		$985K Buy
+14,179
New +$947K 0.06% 164

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