Burns Matteson Capital Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,582
| Closed | -$358K | – | 176 |
|
|
2024
Q2 | $358K | Buy |
+2,582
| New | +$358K | 0.22% | 85 |
|
|
2023
Q2 | – | Sell |
-6,688
| Closed | -$542K | – | 157 |
|
|
2023
Q1 | $542K | Buy |
6,688
+57
| +0.9% | +$4.62K | 0.34% | 80 |
|
|
2022
Q4 | $495K | Buy |
+6,631
| New | +$495K | 0.33% | 94 |
|
|
2022
Q3 | – | Sell |
-6,622
| Closed | -$529K | – | 132 |
|
|
2022
Q2 | $529K | Buy |
+6,622
| New | +$529K | 0.37% | 73 |
|