Wintrust Investments’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-14,855
| Closed | -$962K | – | 281 |
|
|
2017
Q2 | $962K | Buy |
14,855
+2,195
| +17% | +$142K | 0.26% | 99 |
|
|
2017
Q1 | $861K | Buy |
12,660
+4,615
| +57% | +$314K | 0.25% | 94 |
|
|
2016
Q4 | $516K | Sell |
8,045
-585
| -7% | -$37.5K | 0.21% | 96 |
|
|
2016
Q3 | $570K | Buy |
8,630
+4,935
| +134% | +$326K | 0.26% | 79 |
|
|
2016
Q2 | $86K | Buy |
+3,695
| New | +$86K | 0.17% | 42 |
|