United Asset Strategies’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-8,590
| Closed | -$466K | – | 195 |
|
|
2019
Q1 | $466K | Buy |
8,590
+1,225
| +17% | +$66.5K | 0.11% | 147 |
|
|
2018
Q4 | $379K | Buy |
7,365
+20
| +0.3% | +$1.03K | 0.1% | 145 |
|
|
2018
Q3 | $526K | Buy |
7,345
+940
| +15% | +$67.3K | 0.12% | 140 |
|
|
2018
Q2 | $445K | Buy |
6,405
+735
| +13% | +$51.1K | 0.12% | 148 |
|
|
2018
Q1 | $374K | Buy |
+5,670
| New | +$374K | 0.11% | 150 |
|