Berman Capital Advisors’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $22K | Hold |
196
| – | – | ﹤0.01% | 942 |
|
|
2021
Q2 | $23K | Sell |
196
-18
| -8% | -$2.11K | ﹤0.01% | 852 |
|
|
2021
Q1 | $23K | Buy |
214
+41
| +24% | +$4.41K | ﹤0.01% | 730 |
|
|
2020
Q4 | $20K | Sell |
173
-397
| -70% | -$45.9K | ﹤0.01% | 670 |
|
|
2020
Q3 | $47K | Hold |
570
| – | – | 0.01% | 357 |
|
|
2020
Q2 | $43K | Buy |
570
+414
| +265% | +$31.2K | 0.01% | 356 |
|
|
2020
Q1 | $11K | Buy |
156
+8
| +5% | +$564 | ﹤0.01% | 639 |
|
|
2019
Q4 | $11K | Sell |
148
-38
| -20% | -$2.82K | ﹤0.01% | 696 |
|
|
2019
Q3 | $10K | Buy |
186
+38
| +26% | +$2.04K | ﹤0.01% | 706 |
|
|
2019
Q2 | $8K | Sell |
148
-51
| -26% | -$2.76K | ﹤0.01% | 805 |
|
|
2019
Q1 | $10K | Buy |
199
+177
| +805% | +$8.89K | ﹤0.01% | 652 |
|
|
2018
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 977 |
|