Bridges Investment Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-13,745
| Closed | -$882K | – | 127 |
|
|
2016
Q4 | $882K | Sell |
13,745
-11,825
| -46% | -$759K | 0.13% | 85 |
|
|
2016
Q3 | $1.69M | Sell |
25,570
-150
| -0.6% | -$9.91K | 0.28% | 68 |
|
|
2016
Q2 | $1.99M | Sell |
25,720
-950
| -4% | -$73.5K | 0.34% | 66 |
|
|
2016
Q1 | $1.96M | Hold |
26,670
| – | – | 0.36% | 63 |
|
|
2015
Q4 | $1.86M | Sell |
26,670
-1,000
| -4% | -$69.7K | 0.33% | 61 |
|
|
2015
Q3 | $2.2M | Hold |
27,670
| – | – | 0.38% | 60 |
|
|
2015
Q2 | $2.2M | Hold |
27,670
| – | – | 0.38% | 60 |
|
|
2015
Q1 | $2.25M | Sell |
27,670
-150
| -0.5% | -$12.2K | 0.39% | 58 |
|
|
2014
Q4 | $2.11M | Buy |
27,820
+250
| +0.9% | +$18.9K | 0.37% | 60 |
|
|
2014
Q3 | $2.02M | Sell |
27,570
-2,875
| -9% | -$210K | 0.38% | 54 |
|
|
2014
Q2 | $2.2M | Buy |
30,445
+1,235
| +4% | +$89.3K | 0.42% | 52 |
|
|
2014
Q1 | $2.01M | Buy |
29,210
+2,750
| +10% | +$189K | 0.42% | 51 |
|
|
2013
Q4 | $1.68M | Buy |
26,460
+1,150
| +5% | +$72.9K | 0.38% | 55 |
|
|
2013
Q3 | $1.44M | Buy |
25,310
+1,910
| +8% | +$109K | 0.36% | 59 |
|
|
2013
Q2 | $1.41M | Buy |
+23,400
| New | +$1.41M | 0.37% | 59 |
|