Montag & Associates’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $313K | Sell |
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|
2017
Q1 | $4.25M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $2.03M | Hold |
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|
2014
Q3 | $1.96M | Sell |
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|
2014
Q2 | $1.99M | Sell |
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|
2014
Q1 | $2.11M | Sell |
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|
2013
Q4 | $2.82M | Sell |
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|
2013
Q3 | $2.67M | Buy |
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|
2013
Q2 | $1.97M | Buy |
|