CT Financial Advisors’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $18K | Hold |
265
| – | – | 0.01% | 379 |
|
|
2016
Q4 | $17K | Hold |
265
| – | – | 0.01% | 370 |
|
|
2016
Q3 | $17.5K | Hold |
265
| – | – | 0.01% | 371 |
|
|
2016
Q2 | $20.5K | Hold |
265
| – | – | 0.01% | 345 |
|
|
2016
Q1 | $19.4K | Hold |
265
| – | – | 0.01% | 376 |
|
|
2015
Q4 | $18.5K | Hold |
265
| – | – | 0.01% | 392 |
|
|
2015
Q3 | $19.2K | Hold |
265
| – | – | 0.01% | 379 |
|
|
2015
Q2 | $21.1K | Hold |
265
| – | – | 0.01% | 385 |
|
|
2015
Q1 | $21.5K | Sell |
265
-265
| -50% | -$21.5K | 0.01% | 383 |
|
|
2014
Q4 | $40.1K | Buy |
+530
| New | +$40.1K | 0.03% | 260 |
|
|
2014
Q1 | $21.5K | Buy |
+265
| New | +$21.5K | 0.01% | 383 |
|