YorkBridge Wealth Partners’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-33
| Closed | -$2K | – | 295 |
|
|
2019
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 695 |
|
|
2019
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 694 |
|
|
2018
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 677 |
|
|
2018
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 701 |
|
|
2018
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 772 |
|
|
2018
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 767 |
|
|
2017
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 791 |
|
|
2017
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 773 |
|
|
2017
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 768 |
|
|
2017
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 752 |
|
|
2016
Q4 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 744 |
|