Waverly Advisors’s DaVita DVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-1,600
Closed -$101K 723
2013
Q4
$101K Hold
1,600
0.04% 231
2013
Q3
$91K Buy
+1,600
New +$91K 0.05% 163