Jacobi Capital Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-236
| Closed | -$13K | – | 925 |
|
|
2017
Q3 | $13K | Hold |
236
| – | – | ﹤0.01% | 586 |
|
|
2017
Q2 | $15K | Hold |
236
| – | – | 0.01% | 503 |
|
|
2017
Q1 | $16K | Hold |
236
| – | – | 0.01% | 396 |
|
|
2016
Q4 | $15K | Hold |
236
| – | – | 0.01% | 367 |
|
|
2016
Q3 | $15K | Hold |
236
| – | – | 0.01% | 416 |
|
|
2016
Q2 | $18K | Buy |
+236
| New | +$18K | 0.01% | 362 |
|