Wimmer Associates 1’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,625
| Closed | -$297K | – | 110 |
|
|
2022
Q1 | $297K | Sell |
2,625
-25
| -0.9% | -$2.83K | 0.17% | 99 |
|
|
2021
Q4 | $301K | Buy |
2,650
+230
| +10% | +$26.1K | 0.16% | 99 |
|
|
2021
Q3 | $281K | Buy |
2,420
+170
| +8% | +$19.7K | 0.17% | 101 |
|
|
2021
Q2 | $271K | Buy |
2,250
+290
| +15% | +$34.9K | 0.16% | 103 |
|
|
2021
Q1 | $211K | Hold |
1,960
| – | – | 0.11% | 116 |
|
|
2020
Q4 | $230K | Buy |
+1,960
| New | +$230K | 0.14% | 105 |
|