Carret Asset Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
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|
2016
Q3 | $396K | Sell |
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|
2016
Q2 | $669K | Sell |
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|
2016
Q1 | $818K | Sell |
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|
2015
Q4 | $1.35M | Sell |
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|
2015
Q3 | $1.7M | Sell |
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|
2015
Q2 | $1.93M | Buy |
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|
2015
Q1 | $1.61M | Sell |
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|
2014
Q4 | $1.69M | Buy |
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|
2014
Q3 | $1.38M | Buy |
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|
2014
Q2 | $698K | Buy |
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|
2014
Q1 | $286K | Buy |
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