WFG Advisors’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $608K | Buy |
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|
2017
Q1 | $598K | Buy |
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|
2016
Q4 | $546K | Buy |
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|
2016
Q3 | $283K | Buy |
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|
2016
Q2 | $240K | Buy |
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|
2016
Q1 | $186K | Buy |
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|
2015
Q4 | $176K | Hold |
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|
2015
Q3 | $182K | Sell |
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|
2015
Q2 | $205K | Buy |
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|
2015
Q1 | $207K | Sell |
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|
2014
Q4 | $219K | Buy |
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|
2014
Q3 | $185K | Hold |
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|
2014
Q2 | $183K | Buy |
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|
2014
Q1 | $167K | Sell |
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|
2013
Q4 | $249K | Hold |
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|
2013
Q3 | $224K | Buy |
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|
2013
Q2 | $121K | Buy |
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