C.M. Bidwell & Associates’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-6
| Closed | -$1K | – | 568 |
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 534 |
|
2021
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 536 |
|
2020
Q3 | – | Sell |
-5,625
| Closed | -$445K | – | 472 |
|
2020
Q2 | $445K | Sell |
5,625
-2,560
| -31% | -$203K | 0.41% | 42 |
|
2020
Q1 | $623K | Sell |
8,185
-325
| -4% | -$24.7K | 0.66% | 30 |
|
2019
Q4 | $639K | Buy |
8,510
+5,205
| +157% | +$391K | 0.58% | 35 |
|
2019
Q3 | $189K | Buy |
+3,305
| New | +$189K | 0.19% | 133 |
|
2018
Q3 | – | Sell |
-5,630
| Closed | -$391K | – | 403 |
|
2018
Q2 | $391K | Buy |
+5,630
| New | +$391K | 0.36% | 75 |
|