Advisory Research’s Privia Health PRVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-17,214
Closed -$449K 472
2023
Q2
$449K Sell
17,214
-30,827
-64% -$805K 0.06% 301
2023
Q1
$1.33M Sell
48,041
-6,892
-13% -$190K 0.22% 116
2022
Q4
$1.25M Sell
54,933
-43,396
-44% -$986K 0.12% 127
2022
Q3
$3.35M Buy
98,329
+11,101
+13% +$378K 0.33% 57
2022
Q2
$2.54M Buy
+87,228
New +$2.54M 0.25% 72