Yorktown Management & Research Company’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-15,300
| Closed | -$861K | – | 307 |
|
|
2019
Q2 | $861K | Hold |
15,300
| – | – | 0.33% | 78 |
|
|
2019
Q1 | $831K | Hold |
15,300
| – | – | 0.27% | 91 |
|
|
2018
Q4 | $787K | Sell |
15,300
-3,030
| -17% | -$156K | 0.26% | 105 |
|
|
2018
Q3 | $1.31M | Hold |
18,330
| – | – | 0.38% | 68 |
|
|
2018
Q2 | $1.27M | Buy |
18,330
+4,930
| +37% | +$342K | 0.37% | 69 |
|
|
2018
Q1 | $884K | Buy |
13,400
+400
| +3% | +$26.4K | 0.26% | 103 |
|
|
2017
Q4 | $939K | Buy |
+13,000
| New | +$939K | 0.27% | 95 |
|