Credential Qtrade Securities’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,735
| Closed | -$588K | – | 295 |
|
|
2020
Q1 | $588K | Sell |
7,735
-356
| -4% | -$27.1K | 0.1% | 108 |
|
|
2019
Q4 | $607K | Sell |
8,091
-157
| -2% | -$11.8K | 0.08% | 119 |
|
|
2019
Q3 | $471K | Sell |
8,248
-8,292
| -50% | -$473K | 0.07% | 121 |
|
|
2019
Q2 | $931K | Sell |
16,540
-957
| -5% | -$53.8K | 0.15% | 91 |
|
|
2019
Q1 | $950K | Sell |
17,497
-1,915
| -10% | -$104K | 0.18% | 80 |
|
|
2018
Q4 | $999K | Buy |
19,412
+4,286
| +28% | +$221K | 0.22% | 65 |
|
|
2018
Q3 | $1.08M | Buy |
+15,126
| New | +$1.08M | 0.22% | 69 |
|