Seven Bridges Advisors’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-3,066
| Closed | -$203K | – | 143 |
|
|
2016
Q3 | $203K | Buy |
3,066
+1,998
| +187% | +$132K | 0.18% | 99 |
|
|
2016
Q2 | $83K | Buy |
+1,068
| New | +$83K | 0.07% | 134 |
|
|
2016
Q1 | – | Sell |
-1,453
| Closed | -$101K | – | 145 |
|
|
2015
Q4 | $101K | Buy |
+1,453
| New | +$101K | 0.1% | 131 |
|