Wealthspire Advisors (Maryland)’s DaVita DVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-626	Closed	-$34K	–	884
2019 Q1	$34K	Buy	626 +125	+25%	+$6.92K	﹤0.01%	1057
2018 Q4	$26K	Buy	501 +143	+40%	+$9.16K	﹤0.01%	1109
2018 Q3	$26K	Sell	358 -11	-3%	-$778	﹤0.01%	1197
2018 Q2	$26K	Sell	369 -11	-3%	-$735	﹤0.01%	1213
2018 Q1	$25K	Sell	380 -52	-12%	-$3.82K	﹤0.01%	1224
2017 Q4	$31K	Buy	432 +146	+51%	+$8.98K	﹤0.01%	1173
2017 Q3	$17K	Sell	286 -60	-17%	-$3.61K	﹤0.01%	1346
2017 Q2	$22K	Buy	346 +64	+23%	+$4.24K	﹤0.01%	1230
2017 Q1	$19K	Buy	282 +43	+18%	+$2.85K	﹤0.01%	1098
2016 Q4	$15K	Buy	239 +53	+28%	+$3.3K	﹤0.01%	1097
2016 Q3	$12K	Buy	186 +1	+0.5%	+$70	﹤0.01%	1196
2016 Q2	$14K	Buy	185 +4	+2%	+$302	﹤0.01%	1110
2016 Q1	$13K	Sell	181 -6	-3%	-$405	﹤0.01%	1119
2015 Q4	$13K	Buy	+187	New	+$13.7K	﹤0.01%	1113