Compagnie Lombard Odier SCmA’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-454
| Closed | -$37K | – | 861 |
|
|
2015
Q1 | $37K | Hold |
454
| – | – | ﹤0.01% | 809 |
|
|
2014
Q4 | $34K | Sell |
454
-2,929
| -87% | -$219K | ﹤0.01% | 655 |
|
|
2014
Q3 | $247K | Hold |
3,383
| – | – | 0.01% | 456 |
|
|
2014
Q2 | $244K | Sell |
3,383
-1,383
| -29% | -$99.7K | 0.01% | 485 |
|
|
2014
Q1 | $328K | Hold |
4,766
| – | – | 0.01% | 399 |
|
|
2013
Q4 | $302K | Buy |
+4,766
| New | +$302K | 0.01% | 426 |
|