M&R Capital Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,050
| Closed | -$89K | – | 434 |
|
|
2020
Q3 | $89K | Hold |
1,050
| – | – | 0.02% | 202 |
|
|
2020
Q2 | $83K | Hold |
1,050
| – | – | 0.02% | 204 |
|
|
2020
Q1 | $79K | Hold |
1,050
| – | – | 0.02% | 201 |
|
|
2019
Q4 | $77K | Hold |
1,050
| – | – | 0.02% | 227 |
|
|
2019
Q3 | $59K | Hold |
1,050
| – | – | 0.01% | 258 |
|
|
2019
Q2 | $59K | Hold |
1,050
| – | – | 0.01% | 255 |
|
|
2019
Q1 | $58K | Hold |
1,050
| – | – | 0.01% | 259 |
|
|
2018
Q4 | $54K | Hold |
1,050
| – | – | 0.01% | 255 |
|
|
2018
Q3 | $75K | Hold |
1,050
| – | – | 0.02% | 248 |
|
|
2018
Q2 | $72K | Hold |
1,050
| – | – | 0.02% | 253 |
|
|
2018
Q1 | $69K | Hold |
1,050
| – | – | 0.02% | 264 |
|
|
2017
Q4 | $75K | Hold |
1,050
| – | – | 0.02% | 262 |
|
|
2017
Q3 | $62K | Hold |
1,050
| – | – | 0.02% | 277 |
|
|
2017
Q2 | $59K | Hold |
1,050
| – | – | 0.01% | 283 |
|
|
2017
Q1 | $71K | Hold |
1,050
| – | – | 0.02% | 266 |
|
|
2016
Q4 | $67K | Hold |
1,050
| – | – | 0.02% | 258 |
|
|
2016
Q3 | $69K | Hold |
1,050
| – | – | 0.02% | 250 |
|
|
2016
Q2 | $81K | Buy |
+1,050
| New | +$81K | 0.02% | 233 |
|