Apriem Advisors’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,500
| Closed | -$104K | – | 195 |
|
|
2018
Q2 | $104K | Buy |
+1,500
| New | +$104K | 0.02% | 169 |
|
|
2017
Q2 | – | Sell |
-1,500
| Closed | -$102K | – | 242 |
|
|
2017
Q1 | $102K | Hold |
1,500
| – | – | 0.03% | 172 |
|
|
2016
Q4 | $96K | Sell |
1,500
-300
| -17% | -$19.2K | 0.03% | 172 |
|
|
2016
Q3 | $119K | Sell |
1,800
-100
| -5% | -$6.61K | 0.04% | 148 |
|
|
2016
Q2 | $147K | Sell |
1,900
-300
| -14% | -$23.2K | 0.05% | 134 |
|
|
2016
Q1 | $161K | Sell |
2,200
-1,500
| -41% | -$110K | 0.06% | 109 |
|
|
2015
Q4 | $258K | Sell |
3,700
-350
| -9% | -$24.4K | 0.09% | 80 |
|
|
2015
Q3 | $293K | Hold |
4,050
| – | – | 0.11% | 74 |
|
|
2015
Q2 | $322K | Sell |
4,050
-31,095
| -88% | -$2.47M | 0.11% | 78 |
|
|
2015
Q1 | $2.86M | Sell |
35,145
-385
| -1% | -$31.3K | 0.99% | 37 |
|
|
2014
Q4 | $2.69M | Buy |
35,530
+2,455
| +7% | +$186K | 0.99% | 36 |
|
|
2014
Q3 | $2.42M | Sell |
33,075
-325
| -1% | -$23.8K | 0.92% | 40 |
|
|
2014
Q2 | $2.42M | Buy |
33,400
+370
| +1% | +$26.8K | 0.92% | 38 |
|
|
2014
Q1 | $2.27M | Sell |
33,030
-125
| -0.4% | -$8.61K | 0.86% | 39 |
|
|
2013
Q4 | $2.1M | Buy |
33,155
+31,155
| +1,558% | +$1.97M | 0.82% | 43 |
|
|
2013
Q3 | $114K | Hold |
2,000
| – | – | 0.05% | 135 |
|
|
2013
Q2 | $121K | Buy |
+2,000
| New | +$121K | 0.06% | 131 |
|