Investment House LLC’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-28,090
| Closed | -$1.82M | – | 185 |
|
|
2017
Q2 | $1.82M | Sell |
28,090
-7,930
| -22% | -$514K | 0.24% | 91 |
|
|
2017
Q1 | $2.45M | Sell |
36,020
-4,015
| -10% | -$273K | 0.34% | 77 |
|
|
2016
Q4 | $2.57M | Sell |
40,035
-5,605
| -12% | -$360K | 0.39% | 74 |
|
|
2016
Q3 | $3.02M | Sell |
45,640
-4,755
| -9% | -$314K | 0.45% | 71 |
|
|
2016
Q2 | $3.9M | Sell |
50,395
-205
| -0.4% | -$15.9K | 0.62% | 57 |
|
|
2016
Q1 | $3.71M | Sell |
50,600
-150
| -0.3% | -$11K | 0.59% | 60 |
|
|
2015
Q4 | $3.54M | Sell |
50,750
-925
| -2% | -$64.5K | 0.58% | 62 |
|
|
2015
Q3 | $3.74M | Buy |
51,675
+3,390
| +7% | +$245K | 0.65% | 53 |
|
|
2015
Q2 | $3.84M | Buy |
48,285
+2,635
| +6% | +$209K | 0.62% | 62 |
|
|
2015
Q1 | $3.71M | Sell |
45,650
-50
| -0.1% | -$4.06K | 0.6% | 61 |
|
|
2014
Q4 | $3.46M | Buy |
45,700
+4,660
| +11% | +$353K | 0.56% | 63 |
|
|
2014
Q3 | $3M | Buy |
41,040
+875
| +2% | +$64K | 0.5% | 67 |
|
|
2014
Q2 | $2.91M | Buy |
40,165
+800
| +2% | +$57.9K | 0.5% | 67 |
|
|
2014
Q1 | $2.71M | Buy |
39,365
+1,945
| +5% | +$134K | 0.48% | 69 |
|
|
2013
Q4 | $2.37M | Buy |
37,420
+160
| +0.4% | +$10.1K | 0.43% | 71 |
|
|
2013
Q3 | $2.12M | Buy |
37,260
+4,250
| +13% | +$242K | 0.43% | 75 |
|
|
2013
Q2 | $1.99M | Buy |
+33,010
| New | +$1.99M | 0.43% | 74 |
|