Winslow Evans & Crocker’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $9K | Sell |
74
-32
| -30% | -$3.89K | ﹤0.01% | 967 |
|
|
2020
Q3 | $9K | Hold |
106
| – | – | ﹤0.01% | 772 |
|
|
2020
Q2 | $8K | Hold |
106
| – | – | ﹤0.01% | 780 |
|
|
2020
Q1 | $10K | Hold |
106
| – | – | ﹤0.01% | 693 |
|
|
2019
Q4 | $8K | Hold |
106
| – | – | ﹤0.01% | 859 |
|
|
2019
Q3 | $8K | Hold |
106
| – | – | ﹤0.01% | 850 |
|
|
2019
Q2 | $6K | Hold |
106
| – | – | ﹤0.01% | 924 |
|
|
2019
Q1 | $6K | Hold |
106
| – | – | ﹤0.01% | 922 |
|
|
2018
Q4 | $6K | Hold |
106
| – | – | ﹤0.01% | 866 |
|
|
2018
Q3 | $8K | Hold |
106
| – | – | ﹤0.01% | 826 |
|
|
2018
Q2 | $8K | Hold |
106
| – | – | ﹤0.01% | 835 |
|
|
2018
Q1 | $6.99K | Hold |
106
| – | – | ﹤0.01% | 856 |
|
|
2017
Q4 | $7.66K | Hold |
106
| – | – | ﹤0.01% | 856 |
|
|
2017
Q3 | $6.3K | Hold |
106
| – | – | ﹤0.01% | 900 |
|
|
2017
Q2 | $6.87K | Sell |
106
-100
| -49% | -$6.48K | ﹤0.01% | 995 |
|
|
2017
Q1 | $14K | Hold |
206
| – | – | ﹤0.01% | 811 |
|
|
2016
Q4 | $13.2K | Sell |
206
-100
| -33% | -$6.42K | ﹤0.01% | 816 |
|
|
2016
Q3 | $20.2K | Sell |
306
-150
| -33% | -$9.91K | 0.01% | 731 |
|
|
2016
Q2 | $35.3K | Hold |
456
| – | – | 0.01% | 593 |
|
|
2016
Q1 | $33.5K | Hold |
456
| – | – | 0.01% | 585 |
|
|
2015
Q4 | $31.8K | Buy |
456
+100
| +28% | +$6.97K | 0.01% | 633 |
|
|
2015
Q3 | $25.8K | Hold |
356
| – | – | 0.01% | 661 |
|
|
2015
Q2 | $28.3K | Sell |
356
-84
| -19% | -$6.68K | 0.01% | 682 |
|
|
2015
Q1 | $35.8K | Hold |
440
| – | – | 0.01% | 608 |
|
|
2014
Q4 | $33.3K | Hold |
440
| – | – | 0.01% | 620 |
|
|
2014
Q3 | $32.2K | Buy |
440
+100
| +29% | +$7.31K | 0.01% | 651 |
|
|
2014
Q2 | $24.6K | Buy |
340
+150
| +79% | +$10.8K | 0.01% | 631 |
|
|
2014
Q1 | $13.1K | Hold |
190
| – | – | ﹤0.01% | 780 |
|
|
2013
Q4 | $12K | Buy |
+190
| New | +$12K | ﹤0.01% | 844 |
|