USCA RIA’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-10,810
| Closed | -$700K | – | 437 |
|
|
2017
Q3 | $700K | Hold |
10,810
| – | – | 0.09% | 229 |
|
|
2017
Q2 | $700K | Buy |
10,810
+2,321
| +27% | +$150K | 0.09% | 230 |
|
|
2017
Q1 | $577K | Buy |
8,489
+5
| +0.1% | +$340 | 0.08% | 246 |
|
|
2016
Q4 | $545K | Buy |
8,484
+769
| +10% | +$49.4K | 0.08% | 240 |
|
|
2016
Q3 | $510K | Hold |
7,715
| – | – | 0.08% | 240 |
|
|
2016
Q2 | $597K | Buy |
+7,715
| New | +$597K | 0.1% | 204 |
|