Lawson Kroeker Investment Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-82,238
| Closed | -$7.77M | – | 88 |
|
|
2023
Q3 | $7.77M | Buy |
82,238
+150
| +0.2% | +$14.2K | 1.71% | 22 |
|
|
2023
Q2 | $8.25M | Hold |
82,088
| – | – | 1.98% | 20 |
|
|
2023
Q1 | $6.66M | Buy |
82,088
+658
| +0.8% | +$53.4K | 1.49% | 26 |
|
|
2022
Q4 | $6.08M | Buy |
81,430
+925
| +1% | +$69.1K | 2.05% | 19 |
|
|
2022
Q3 | $6.66M | Buy |
80,505
+605
| +0.8% | +$50.1K | 2.34% | 17 |
|
|
2022
Q2 | $6.39M | Buy |
+79,900
| New | +$6.39M | 2.15% | 16 |
|