Advisor Partners II’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $337K | Sell |
3,566
-179
| -5% | -$16.9K | 0.01% | 890 |
|
|
2023
Q2 | $376K | Buy |
3,745
+66
| +2% | +$6.63K | 0.02% | 707 |
|
|
2023
Q1 | $298K | Buy |
3,679
+335
| +10% | +$27.2K | 0.02% | 738 |
|
|
2022
Q4 | $250K | Sell |
3,344
-322
| -9% | -$24K | 0.02% | 756 |
|
|
2022
Q3 | $303K | Buy |
+3,666
| New | +$303K | 0.02% | 614 |
|