Iron Gate Global Advisors’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,117
| Closed | -$223K | – | 101 |
|
|
2018
Q3 | $223K | Sell |
3,117
-74,790
| -96% | -$5.35M | 0.15% | 60 |
|
|
2018
Q2 | $5.41M | Sell |
77,907
-12,852
| -14% | -$892K | 3.96% | 9 |
|
|
2018
Q1 | $5.99M | Buy |
90,759
+10,341
| +13% | +$682K | 4.54% | 9 |
|
|
2017
Q4 | $5.81M | Buy |
80,418
+1,553
| +2% | +$112K | 4.92% | 8 |
|
|
2017
Q3 | $4.68M | Buy |
78,865
+9,197
| +13% | +$546K | 4.37% | 8 |
|
|
2017
Q2 | $4.51M | Buy |
+69,668
| New | +$4.51M | 4.98% | 6 |
|