Freestone Capital Holdings’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-489
| Closed | -$57.4K | – | 577 |
|
|
2020
Q4 | $57.4K | Buy |
489
+98
| +25% | +$11.5K | ﹤0.01% | 532 |
|
|
2020
Q3 | $33.5K | Buy |
+391
| New | +$33.5K | ﹤0.01% | 554 |
|
|
2018
Q4 | – | Sell |
-3,971
| Closed | -$284K | – | 417 |
|
|
2018
Q3 | $284K | Sell |
3,971
-728
| -15% | -$52.1K | ﹤0.01% | 318 |
|
|
2018
Q2 | $326K | Buy |
+4,699
| New | +$326K | ﹤0.01% | 291 |
|
|
2014
Q3 | – | Sell |
-6,604
| Closed | -$478K | – | 145 |
|
|
2014
Q2 | $478K | Buy |
6,604
+568
| +9% | +$41.1K | 0.07% | 135 |
|
|
2014
Q1 | $416K | Sell |
6,036
-1,727
| -22% | -$119K | 0.07% | 139 |
|
|
2013
Q4 | $492K | Buy |
+7,763
| New | +$492K | 0.09% | 193 |
|