Wealthspire Advisors (Maryland)’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-626
| Closed | -$34K | – | 883 |
|
|
2019
Q1 | $34K | Buy |
626
+125
| +25% | +$6.79K | ﹤0.01% | 1057 |
|
|
2018
Q4 | $26K | Buy |
501
+143
| +40% | +$7.42K | ﹤0.01% | 1108 |
|
|
2018
Q3 | $26K | Sell |
358
-11
| -3% | -$799 | ﹤0.01% | 1195 |
|
|
2018
Q2 | $26K | Sell |
369
-11
| -3% | -$775 | ﹤0.01% | 1211 |
|
|
2018
Q1 | $25K | Sell |
380
-52
| -12% | -$3.42K | ﹤0.01% | 1224 |
|
|
2017
Q4 | $31K | Buy |
432
+146
| +51% | +$10.5K | ﹤0.01% | 1173 |
|
|
2017
Q3 | $17K | Sell |
286
-60
| -17% | -$3.57K | ﹤0.01% | 1346 |
|
|
2017
Q2 | $22K | Buy |
346
+64
| +23% | +$4.07K | ﹤0.01% | 1230 |
|
|
2017
Q1 | $19K | Buy |
282
+43
| +18% | +$2.9K | ﹤0.01% | 1098 |
|
|
2016
Q4 | $15K | Buy |
239
+53
| +28% | +$3.33K | ﹤0.01% | 1097 |
|
|
2016
Q3 | $12K | Buy |
186
+1
| +0.5% | +$65 | ﹤0.01% | 1196 |
|
|
2016
Q2 | $14K | Buy |
185
+4
| +2% | +$303 | ﹤0.01% | 1110 |
|
|
2016
Q1 | $13K | Sell |
181
-6
| -3% | -$431 | ﹤0.01% | 1119 |
|
|
2015
Q4 | $13K | Buy |
+187
| New | +$13K | ﹤0.01% | 1113 |
|