USA Financial Formulas’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-11,957
| Closed | -$1.4M | – | 359 |
|
2020
Q4 | $1.4M | Sell |
11,957
-3,799
| -24% | -$446K | 1.11% | 26 |
|
2020
Q3 | $1.35M | Sell |
15,756
-8,006
| -34% | -$686K | 1.02% | 39 |
|
2020
Q2 | $1.88M | Sell |
23,762
-1,246
| -5% | -$98.6K | 1.4% | 32 |
|
2020
Q1 | $1.9M | Buy |
+25,008
| New | +$1.9M | 1.21% | 26 |
|
2017
Q4 | – | Sell |
-5,955
| Closed | -$354K | – | 279 |
|
2017
Q3 | $354K | Buy |
5,955
+157
| +3% | +$9.33K | 0.08% | 208 |
|
2017
Q2 | $375K | Buy |
+5,798
| New | +$375K | 0.09% | 199 |
|