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Investment House LLC’s DaVita DVA Stock Holding History

Investment House LLC’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-28,090
Closed -$1.82M – 190
2017
Q2 		$1.82M Sell
28,090
-7,930
-22% -$525K 0.24% 91
2017
Q1 		$2.45M Sell
36,020
-4,015
-10% -$266K 0.34% 77
2016
Q4 		$2.57M Sell
40,035
-5,605
-12% -$349K 0.39% 74
2016
Q3 		$3.02M Sell
45,640
-4,755
-9% -$335K 0.45% 71
2016
Q2 		$3.9M Sell
50,395
-205
-0.4% -$15.5K 0.62% 57
2016
Q1 		$3.71M Sell
50,600
-150
-0.3% -$10.1K 0.59% 60
2015
Q4 		$3.54M Sell
50,750
-925
-2% -$67.8K 0.58% 62
2015
Q3 		$3.74M Buy
51,675
+3,390
+7% +$263K 0.65% 53
2015
Q2 		$3.84M Buy
48,285
+2,635
+6% +$216K 0.62% 62
2015
Q1 		$3.71M Sell
45,650
-50
-0.1% -$3.84K 0.6% 61
2014
Q4 		$3.46M Buy
45,700
+4,660
+11% +$351K 0.56% 63
2014
Q3 		$3M Buy
41,040
+875
+2% +$64.1K 0.5% 67
2014
Q2 		$2.9M Buy
40,165
+800
+2% +$55.6K 0.5% 67
2014
Q1 		$2.71M Buy
39,365
+1,945
+5% +$129K 0.48% 69
2013
Q4 		$2.37M Buy
37,420
+160
+0.4% +$9.39K 0.43% 71
2013
Q3 		$2.12M Buy
37,260
+4,250
+13% +$243K 0.43% 75
2013
Q2 		$1.99M Buy
+33,010
New +$2.06M 0.43% 74

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