Triad Investment Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-30,202
| Closed | -$1.72M | – | 46 |
|
|
2019
Q3 | $1.72M | Sell |
30,202
-24,711
| -45% | -$1.41M | 1.88% | 27 |
|
|
2019
Q2 | $3.09M | Sell |
54,913
-924
| -2% | -$52K | 3.2% | 16 |
|
|
2019
Q1 | $3.03M | Buy |
55,837
+400
| +0.7% | +$21.7K | 3.09% | 12 |
|
|
2018
Q4 | $2.85M | Buy |
+55,437
| New | +$2.85M | 3.74% | 6 |
|