Advisornet Financial’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570 | Buy |
+4
| New | +$570 | ﹤0.01% | 2013 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$150 | – | 2167 |
|
|
2024
Q4 | $150 | Buy |
+1
| New | +$150 | ﹤0.01% | 1882 |
|
|
2024
Q1 | – | Sell |
-19
| Closed | -$1.99K | – | 2161 |
|
|
2023
Q4 | $1.99K | Sell |
19
-2
| -10% | -$209 | ﹤0.01% | 1716 |
|
|
2023
Q3 | $1.99K | Sell |
21
-1
| -5% | -$95 | ﹤0.01% | 1632 |
|
|
2023
Q2 | $2.21K | Buy |
22
+1
| +5% | +$100 | ﹤0.01% | 1690 |
|
|
2023
Q1 | $1.7K | Buy |
21
+2
| +11% | +$162 | ﹤0.01% | 1750 |
|
|
2022
Q4 | $1.42K | Buy |
+19
| New | +$1.42K | ﹤0.01% | 1746 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | -$1K | – | 1924 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1860 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1894 |
|
|
2018
Q3 | – | Sell |
-19
| Closed | -$1K | – | 1502 |
|
|
2018
Q2 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1448 |
|