Gemmer Asset Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-56
| Closed | -$6K | – | 381 |
|
|
2022
Q1 | $6K | Hold |
56
| – | – | ﹤0.01% | 866 |
|
|
2021
Q4 | $6K | Hold |
56
| – | – | ﹤0.01% | 911 |
|
|
2021
Q3 | $7K | Hold |
56
| – | – | ﹤0.01% | 819 |
|
|
2021
Q2 | $7K | Hold |
56
| – | – | ﹤0.01% | 941 |
|
|
2021
Q1 | $6K | Hold |
56
| – | – | ﹤0.01% | 964 |
|
|
2020
Q4 | $7K | Hold |
56
| – | – | ﹤0.01% | 827 |
|
|
2020
Q3 | $5K | Buy |
56
+2
| +4% | +$179 | ﹤0.01% | 850 |
|
|
2020
Q2 | $4K | Buy |
54
+7
| +15% | +$519 | ﹤0.01% | 917 |
|
|
2020
Q1 | $4K | Buy |
+47
| New | +$4K | ﹤0.01% | 822 |
|