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WealthPLAN Partners’s DaVita DVA Stock Holding History

WealthPLAN Partners’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
2017
Q2 		– Sell
-690
Closed -$46.5K – 243
2017
Q1 		$46.5K Buy
+690
New +$45.7K 0.16% 116
2016
Q3 		$205K Sell
3,184
-1,632
-34% -$115K 0.07% 144
2016
Q2 		$186K Buy
+4,816
New +$364K 0.02% 406
2015
Q4 		$41.8K Buy
+907
New +$66.4K 0.01% 676
2015
Q2 		$10K Buy
+130
New +$10.7K ﹤0.01% 307

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TCM
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Neuberger Berman Group
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