Concert Wealth Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-31,562
| Closed | -$2.03M | – | 220 |
|
|
2017
Q1 | $2.03M | Hold |
31,562
| – | – | 0.46% | 46 |
|
|
2016
Q4 | $2.03M | Sell |
31,562
-15,853
| -33% | -$1.02M | 0.45% | 49 |
|
|
2016
Q3 | $3.13M | Sell |
47,415
-3,566
| -7% | -$236K | 0.38% | 48 |
|
|
2016
Q2 | $3.94M | Sell |
50,981
-3,277
| -6% | -$253K | 0.53% | 32 |
|
|
2016
Q1 | $3.98M | Sell |
54,258
-7,608
| -12% | -$558K | 0.53% | 36 |
|
|
2015
Q4 | $4.31M | Buy |
61,866
+149
| +0.2% | +$10.4K | 0.58% | 32 |
|
|
2015
Q3 | $4.47M | Sell |
61,717
-15,620
| -20% | -$1.13M | 0.6% | 29 |
|
|
2015
Q2 | $6.15M | Sell |
77,337
-63
| -0.1% | -$5.01K | 0.79% | 15 |
|
|
2015
Q1 | $1.29M | Buy |
77,400
+238
| +0.3% | +$3.96K | 0.37% | 62 |
|
|
2014
Q4 | $5.85M | Buy |
77,162
+9,857
| +15% | +$747K | 0.89% | 12 |
|
|
2014
Q3 | $4.92M | Buy |
67,305
+8,511
| +14% | +$622K | 0.66% | 9 |
|
|
2014
Q2 | $4.23M | Sell |
58,794
-8
| -0% | -$575 | 0.52% | 10 |
|
|
2014
Q1 | $4.03M | Sell |
58,802
-16,978
| -22% | -$1.16M | 0.5% | 13 |
|
|
2013
Q4 | $4.8M | Buy |
75,780
+4,529
| +6% | +$287K | 0.61% | 10 |
|
|
2013
Q3 | $4.05M | Sell |
71,251
-405
| -0.6% | -$23K | 0.57% | 10 |
|
|
2013
Q2 | $4.33M | Buy |
+71,656
| New | +$4.33M | 0.65% | 10 |
|