Tiedemann Advisors’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,489
| Closed | -$514K | – | 322 |
|
|
2020
Q2 | $514K | Hold |
6,489
| – | – | 0.03% | 212 |
|
|
2020
Q1 | $494K | Buy |
+6,489
| New | +$494K | 0.03% | 204 |
|
|
2019
Q2 | – | Sell |
-14,182
| Closed | -$771K | – | 334 |
|
|
2019
Q1 | $771K | Buy |
14,182
+11
| +0.1% | +$598 | 0.04% | 251 |
|
|
2018
Q4 | $729K | Hold |
14,171
| – | – | 0.04% | 241 |
|
|
2018
Q3 | $1.02M | Sell |
14,171
-8
| -0.1% | -$573 | 0.06% | 167 |
|
|
2018
Q2 | $985K | Buy |
+14,179
| New | +$985K | 0.06% | 164 |
|