Advisors Preferred’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-39,867
| Closed | -$6.49M | – | 212 |
|
2024
Q3 | $6.49M | Buy |
+39,867
| New | +$6.49M | 0.99% | 34 |
|
2023
Q3 | – | Sell |
-34,081
| Closed | -$3.43M | – | 210 |
|
2023
Q2 | $3.43M | Buy |
+34,081
| New | +$3.43M | 0.85% | 28 |
|
2021
Q1 | – | Sell |
-13,112
| Closed | -$1.53M | – | 172 |
|
2020
Q4 | $1.53M | Buy |
13,112
+2,550
| +24% | +$297K | 0.28% | 48 |
|
2020
Q3 | $905K | Buy |
10,562
+3,968
| +60% | +$340K | 0.18% | 42 |
|
2020
Q2 | $532K | Buy |
+6,594
| New | +$532K | 0.15% | 45 |
|
2019
Q4 | – | Sell |
-4,276
| Closed | -$244K | – | 251 |
|
2019
Q3 | $244K | Buy |
+4,276
| New | +$244K | 0.06% | 77 |
|
2014
Q2 | – | Sell |
-161
| Closed | -$11.1K | – | 345 |
|
2014
Q1 | $11.1K | Buy |
+161
| New | +$11.1K | 0.01% | 329 |
|