Shepherd Kaplan Krochuk’s DaVita DVA Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio DVA Stock Details DVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell
2022 Q4	$220K	Sell
2022 Q3	$1.99M	Hold
2022 Q2	$1.92M	Sell
2022 Q1	$2.81M	Sell
2021 Q4	$2.89M	Hold
2021 Q3	$2.95M	Sell
2021 Q2	$3.26M	Sell
2021 Q1	$3.3M	Sell
2020 Q4	$3.64M	Sell
2020 Q3	$2.71M	Sell
2020 Q2	$2.65M	Hold
2020 Q1	$2.55M	Sell
2019 Q4	$3.68M	Sell
2019 Q3	$3.02M	Sell
2019 Q2	$3.23M	Buy
2019 Q1	$1.94M	Buy
2018 Q4	$1.52M	Sell
2018 Q3	$2.54M	Buy
2018 Q2	$2.24M	Buy
2018 Q1	$2.06M	Buy
2017 Q4	$1.48M	Buy
2017 Q3	$1.19M	Hold
2017 Q2	$1.29M	Hold
2017 Q1	$1.36M	Hold
2016 Q4	$1.28M	Sell
2016 Q3	$1.55M	Hold
2016 Q2	$1.82M	Sell
2016 Q1	$1.79M	Sell
2015 Q4	$2.43M	Sell
2015 Q3	$2.75M	Sell
2015 Q2	$3.7M	Hold
2015 Q1	$3.78M	Sell
2014 Q4	$4.39M	Sell
2014 Q3	$4.36M	Hold
2014 Q2	$4.31M	Sell
2014 Q1	$4.22M	Hold
2013 Q4	$3.89M	Sell
2013 Q3	$3.62M	Hold
2013 Q2	$3.85M	Buy