RMAM
Raab & Moskowitz Asset Management’s DaVita DVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-16,155
| Closed | -$1.25M | – | 139 |
|
|
2016
Q2 | $1.25M | Sell |
16,155
-225
| -1% | -$17.4K | 0.71% | 50 |
|
|
2016
Q1 | $1.2M | Hold |
16,380
| – | – | 0.71% | 49 |
|
|
2015
Q4 | $1.14M | Hold |
16,380
| – | – | 0.68% | 51 |
|
|
2015
Q3 | $1.18M | Sell |
16,380
-240
| -1% | -$17.3K | 0.77% | 46 |
|
|
2015
Q2 | $1.32M | Sell |
16,620
-650
| -4% | -$51.6K | 0.81% | 45 |
|
|
2015
Q1 | $1.4M | Buy |
17,270
+250
| +1% | +$20.3K | 0.85% | 46 |
|
|
2014
Q4 | $1.29M | Buy |
17,020
+202
| +1% | +$15.3K | 0.74% | 51 |
|
|
2014
Q3 | $1.23M | Buy |
16,818
+250
| +2% | +$18.3K | 0.6% | 66 |
|
|
2014
Q2 | $1.2M | Buy |
16,568
+190
| +1% | +$13.7K | 0.57% | 64 |
|
|
2014
Q1 | $1.13M | Buy |
16,378
+914
| +6% | +$63K | 0.62% | 56 |
|
|
2013
Q4 | $980K | Buy |
+15,464
| New | +$980K | 0.56% | 66 |
|