Wealthfront’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $369K | Sell |
5,158
-381
| -7% | -$27.3K | ﹤0.01% | 415 |
|
|
2018
Q2 | $385K | Sell |
5,539
-1,873
| -25% | -$130K | ﹤0.01% | 401 |
|
|
2018
Q1 | $489K | Sell |
7,412
-553
| -7% | -$36.5K | 0.01% | 381 |
|
|
2017
Q4 | $575K | Buy |
7,965
+2,397
| +43% | +$173K | 0.01% | 332 |
|
|
2017
Q3 | $331K | Buy |
+5,568
| New | +$331K | ﹤0.01% | 401 |
|
|
2015
Q4 | – | Sell |
-1,777
| Closed | -$129K | – | 483 |
|
|
2015
Q3 | $129K | Sell |
1,777
-517
| -23% | -$37.5K | 0.01% | 360 |
|
|
2015
Q2 | $182K | Buy |
2,294
+250
| +12% | +$19.8K | 0.01% | 285 |
|
|
2015
Q1 | $166K | Sell |
2,044
-341
| -14% | -$27.7K | 0.01% | 281 |
|
|
2014
Q4 | $181K | Buy |
2,385
+451
| +23% | +$34.2K | 0.01% | 238 |
|
|
2014
Q3 | $141K | Buy |
1,934
+383
| +25% | +$27.9K | 0.01% | 219 |
|
|
2014
Q2 | $114K | Buy |
1,551
+821
| +112% | +$60.3K | 0.01% | 193 |
|
|
2014
Q1 | $51K | Buy |
+730
| New | +$51K | 0.01% | 262 |
|