AE Wealth Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,155
| Closed | -$445K | – | 1365 |
|
|
2023
Q4 | $445K | Sell |
4,155
-36,173
| -90% | -$3.88M | ﹤0.01% | 1505 |
|
|
2023
Q3 | $3.81M | Buy |
40,328
+36,324
| +907% | +$3.43M | 0.02% | 624 |
|
|
2023
Q2 | $402K | Sell |
4,004
-199
| -5% | -$20K | ﹤0.01% | 1488 |
|
|
2023
Q1 | $341K | Buy |
4,203
+225
| +6% | +$18.3K | ﹤0.01% | 1485 |
|
|
2022
Q4 | $297K | Sell |
3,978
-80
| -2% | -$5.97K | ﹤0.01% | 1500 |
|
|
2022
Q3 | $336K | Buy |
+4,058
| New | +$336K | ﹤0.01% | 1418 |
|
|
2021
Q1 | – | Sell |
-12,441
| Closed | -$1.46M | – | 1485 |
|
|
2020
Q4 | $1.46M | Sell |
12,441
-1,565
| -11% | -$184K | 0.02% | 586 |
|
|
2020
Q3 | $1.2M | Buy |
14,006
+1,626
| +13% | +$139K | 0.02% | 580 |
|
|
2020
Q2 | $980K | Sell |
12,380
-7,168
| -37% | -$567K | 0.02% | 631 |
|
|
2020
Q1 | $1.49M | Buy |
+19,548
| New | +$1.49M | 0.03% | 378 |
|