WealthPLAN Partners’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-690
| Closed | -$46.5K | – | 242 |
|
|
2017
Q1 | $46.5K | Buy |
+690
| New | +$46.5K | 0.16% | 116 |
|
|
2016
Q3 | $205K | Sell |
3,184
-1,632
| -34% | -$105K | 0.07% | 144 |
|
|
2016
Q2 | $186K | Buy |
+4,816
| New | +$186K | 0.02% | 406 |
|
|
2015
Q4 | $41.8K | Buy |
+907
| New | +$41.8K | 0.01% | 676 |
|
|
2015
Q2 | $10K | Buy |
+130
| New | +$10K | ﹤0.01% | 307 |
|