JP Morgan Private Wealth Advisors’s DaVita DVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-5,429
Closed -$465K 1718
2020
Q3
$465K Sell
5,429
-435
-7% -$37.2K ﹤0.01% 1191
2020
Q2
$464K Sell
5,864
-1,906
-25% -$149K ﹤0.01% 1138
2020
Q1
$591K Buy
7,770
+276
+4% +$21.7K ﹤0.01% 875
2019
Q4
$562K Buy
7,494
+3,669
+96% +$243K ﹤0.01% 1010
2019
Q3
$218K Buy
+3,825
New +$222K ﹤0.01% 1311
2019
Q2
Sell
-5,708
Closed -$310K 1396
2019
Q1
$310K Sell
5,708
-800
-12% -$44.3K ﹤0.01% 1194
2018
Q4
$335K Buy
6,508
+196
+3% +$12.6K ﹤0.01% 1112
2018
Q3
$452K Buy
6,312
+611
+11% +$43.2K ﹤0.01% 1106
2018
Q2
$395K Buy
5,701
+248
+5% +$16.6K ﹤0.01% 1093
2018
Q1
$360K Buy
5,453
+191
+4% +$14K ﹤0.01% 981
2017
Q4
$380K Buy
5,262
+13
+0.2% +$800 ﹤0.01% 967
2017
Q3
$311K Sell
5,249
-415
-7% -$25K ﹤0.01% 1007
2017
Q2
$366K Sell
5,664
-335
-6% -$22.2K ﹤0.01% 940
2017
Q1
$408K Sell
5,999
-83
-1% -$5.5K ﹤0.01% 939
2016
Q4
$390K Sell
6,082
-92
-1% -$5.73K ﹤0.01% 901
2016
Q3
$408K Sell
6,174
-680
-10% -$47.9K ﹤0.01% 862
2016
Q2
$530K Buy
6,854
+2,723
+66% +$206K 0.01% 762
2016
Q1
$303K Sell
4,131
-89
-2% -$6.01K ﹤0.01% 943
2015
Q4
$294K Sell
4,220
-182
-4% -$13.3K ﹤0.01% 869
2015
Q3
$318K Sell
4,402
-2,575
-37% -$200K ﹤0.01% 776
2015
Q2
$555K Sell
6,977
-78
-1% -$6.41K 0.01% 640
2015
Q1
$573K Sell
7,055
-219
-3% -$16.8K 0.01% 682
2014
Q4
$550K Sell
7,274
-75
-1% -$5.65K 0.01% 676
2014
Q3
$538K Buy
7,349
+2,331
+46% +$171K 0.01% 669
2014
Q2
$363K Sell
5,018
-13,710
-73% -$953K 0.01% 659
2014
Q1
$1.29M Buy
18,728
+13,428
+253% +$892K 0.02% 352
2013
Q4
$336K Buy
+5,300
New +$311K 0.01% 520

Other funds holding DVA