Rational Advisors’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 |
-25
| Closed | -$2K | – | 316 |
|
|
2020
Q3 | $2K | Sell |
25
-197
| -89% | -$15.8K | ﹤0.01% | 466 |
|
|
2020
Q2 | $18K | Buy |
+222
| New | +$18K | 0.01% | 288 |
|
|
2020
Q1 | – | Sell |
-440
| Closed | -$33K | – | 261 |
|
|
2019
Q4 | $33K | Buy |
440
+106
| +32% | +$7.95K | 0.02% | 388 |
|
|
2019
Q3 | $19K | Buy |
334
+254
| +318% | +$14.4K | 0.01% | 456 |
|
|
2019
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 514 |
|
|
2019
Q1 | $4K | Sell |
80
-213
| -73% | -$10.7K | ﹤0.01% | 466 |
|
|
2018
Q4 | $15K | Buy |
293
+267
| +1,027% | +$13.7K | ﹤0.01% | 367 |
|
|
2018
Q3 | $2K | Buy |
26
+14
| +117% | +$1.08K | ﹤0.01% | 464 |
|
|
2018
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 460 |
|
|
2017
Q4 | – | Sell |
-4,000
| Closed | -$238K | – | 295 |
|
|
2017
Q3 | $238K | Hold |
4,000
| – | – | 0.13% | 187 |
|
|
2017
Q2 | $259K | Buy |
+4,000
| New | +$259K | 0.16% | 157 |
|
|
2015
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 424 |
|
|
2015
Q2 | $5K | Hold |
60
| – | – | ﹤0.01% | 421 |
|
|
2015
Q1 | $5K | Sell |
60
-40
| -40% | -$3.33K | ﹤0.01% | 418 |
|
|
2014
Q4 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 456 |
|
|
2013
Q4 | $10K | Sell |
150
-10
| -6% | -$667 | ﹤0.01% | 804 |
|
|
2013
Q3 | $9K | Hold |
160
| – | – | ﹤0.01% | 838 |
|
|
2013
Q2 | $10K | Buy |
+160
| New | +$10K | ﹤0.01% | 827 |
|