Sun Life Financial’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-43
| Closed | -$5K | – | 199 |
|
2021
Q1 | $5K | Sell |
43
-1
| -2% | -$116 | ﹤0.01% | 484 |
|
2020
Q4 | $5K | Sell |
44
-5
| -10% | -$568 | ﹤0.01% | 460 |
|
2020
Q3 | $4K | Sell |
49
-5
| -9% | -$408 | ﹤0.01% | 464 |
|
2020
Q2 | $4K | Hold |
54
| – | – | ﹤0.01% | 414 |
|
2020
Q1 | $4K | Buy |
54
+1
| +2% | +$74 | ﹤0.01% | 394 |
|
2019
Q4 | $4K | Sell |
53
-27
| -34% | -$2.04K | ﹤0.01% | 436 |
|
2019
Q3 | $5K | Sell |
80
-22
| -22% | -$1.38K | ﹤0.01% | 582 |
|
2019
Q2 | $6K | Sell |
102
-113
| -53% | -$6.65K | ﹤0.01% | 569 |
|
2019
Q1 | $12K | Sell |
215
-136
| -39% | -$7.59K | ﹤0.01% | 572 |
|
2018
Q4 | $18K | Buy |
351
+1
| +0.3% | +$51 | ﹤0.01% | 571 |
|
2018
Q3 | $25K | Sell |
350
-29
| -8% | -$2.07K | ﹤0.01% | 567 |
|
2018
Q2 | $26K | Buy |
379
+335
| +761% | +$23K | ﹤0.01% | 560 |
|
2018
Q1 | $667 | Sell |
44
-287
| -87% | -$4.35K | 0.01% | 387 |
|
2017
Q4 | $24K | Sell |
331
-803
| -71% | -$58.2K | ﹤0.01% | 404 |
|
2017
Q3 | $67K | Sell |
1,134
-3
| -0.3% | -$177 | 0.01% | 419 |
|
2017
Q2 | $74K | Buy |
1,137
+1,131
| +18,850% | +$73.6K | 0.01% | 397 |
|
2017
Q1 | $85 | Buy |
6
+1
| +20% | +$14 | ﹤0.01% | 423 |
|
2016
Q4 | $85 | Buy |
+5
| New | +$85 | ﹤0.01% | 379 |
|