WFG Advisors’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $608K | Buy |
9,395
+603
| +7% | +$39K | 0.14% | 173 |
|
|
2017
Q1 | $598K | Buy |
8,792
+281
| +3% | +$19.1K | 0.16% | 150 |
|
|
2016
Q4 | $546K | Buy |
8,511
+4,223
| +98% | +$271K | 0.13% | 193 |
|
|
2016
Q3 | $283K | Buy |
4,288
+1,181
| +38% | +$77.9K | 0.07% | 279 |
|
|
2016
Q2 | $240K | Buy |
3,107
+568
| +22% | +$43.9K | 0.06% | 287 |
|
|
2016
Q1 | $186K | Buy |
2,539
+21
| +0.8% | +$1.54K | 0.05% | 316 |
|
|
2015
Q4 | $176K | Hold |
2,518
| – | – | 0.05% | 317 |
|
|
2015
Q3 | $182K | Sell |
2,518
-65
| -3% | -$4.7K | 0.06% | 312 |
|
|
2015
Q2 | $205K | Buy |
2,583
+39
| +2% | +$3.1K | 0.06% | 345 |
|
|
2015
Q1 | $207K | Sell |
2,544
-344
| -12% | -$28K | 0.06% | 341 |
|
|
2014
Q4 | $219K | Buy |
2,888
+356
| +14% | +$27K | 0.04% | 400 |
|
|
2014
Q3 | $185K | Hold |
2,532
| – | – | 0.04% | 470 |
|
|
2014
Q2 | $183K | Buy |
2,532
+100
| +4% | +$7.23K | 0.03% | 465 |
|
|
2014
Q1 | $167K | Sell |
2,432
-1,499
| -38% | -$103K | 0.03% | 475 |
|
|
2013
Q4 | $249K | Hold |
3,931
| – | – | 0.04% | 467 |
|
|
2013
Q3 | $224K | Buy |
3,931
+1,925
| +96% | +$110K | 0.03% | 453 |
|
|
2013
Q2 | $121K | Buy |
+2,006
| New | +$121K | 0.02% | 596 |
|