Concert Wealth Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2.03M | Hold |
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|
2016
Q4 | $2.03M | Sell |
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|
2016
Q3 | $3.13M | Sell |
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|
2016
Q2 | $3.94M | Sell |
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|
2016
Q1 | $3.98M | Sell |
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|
2015
Q4 | $4.31M | Buy |
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|
2015
Q3 | $4.46M | Sell |
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|
2015
Q2 | $6.14M | Sell |
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|
2015
Q1 | $1.29M | Buy |
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|
2014
Q4 | $5.85M | Buy |
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|
2014
Q3 | $4.92M | Buy |
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|
2014
Q2 | $4.23M | Sell |
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|
2014
Q1 | $4.03M | Sell |
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|
2013
Q4 | $4.8M | Buy |
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|
2013
Q3 | $4.05M | Sell |
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|
2013
Q2 | $4.33M | Buy |
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