AWA
ARS Wealth Advisors’s DaVita DVA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $494K | Hold |
4,100
| – | – | 0.09% | 83 |
|
2021
Q1 | $442K | Hold |
4,100
| – | – | 0.1% | 77 |
|
2020
Q4 | $481K | Hold |
4,100
| – | – | 0.1% | 74 |
|
2020
Q3 | $351K | Hold |
4,100
| – | – | 0.1% | 76 |
|
2020
Q2 | $324K | Hold |
4,100
| – | – | 0.1% | 73 |
|
2020
Q1 | $312K | Hold |
4,100
| – | – | 0.13% | 68 |
|
2019
Q4 | $308K | Hold |
4,100
| – | – | 0.09% | 82 |
|
2019
Q3 | $234K | Hold |
4,100
| – | – | 0.07% | 97 |
|
2019
Q2 | $231K | Hold |
4,100
| – | – | 0.07% | 103 |
|
2019
Q1 | $223K | Hold |
4,100
| – | – | 0.07% | 100 |
|
2018
Q4 | $211K | Hold |
4,100
| – | – | 0.08% | 98 |
|
2018
Q3 | $294K | Hold |
4,100
| – | – | 0.1% | 91 |
|
2018
Q2 | $285K | Hold |
4,100
| – | – | 0.1% | 87 |
|
2018
Q1 | $270K | Hold |
4,100
| – | – | 0.1% | 94 |
|
2017
Q4 | $296K | Sell |
4,100
-625
| -13% | -$45.1K | 0.11% | 96 |
|
2017
Q3 | $281K | Buy |
4,725
+625
| +15% | +$37.2K | 0.11% | 96 |
|
2017
Q2 | $266K | Hold |
4,100
| – | – | 0.11% | 96 |
|
2017
Q1 | $279K | Hold |
4,100
| – | – | 0.12% | 90 |
|
2016
Q4 | $263K | Hold |
4,100
| – | – | 0.12% | 82 |
|
2016
Q3 | $271K | Hold |
4,100
| – | – | 0.11% | 75 |
|
2016
Q2 | $317K | Hold |
4,100
| – | – | 0.13% | 63 |
|
2016
Q1 | $301K | Hold |
4,100
| – | – | 0.14% | 58 |
|
2015
Q4 | $286K | Hold |
4,100
| – | – | 0.15% | 59 |
|
2015
Q3 | $297K | Hold |
4,100
| – | – | 0.15% | 53 |
|
2015
Q2 | $326K | Hold |
4,100
| – | – | 0.14% | 51 |
|
2015
Q1 | $333K | Hold |
4,100
| – | – | 0.14% | 52 |
|
2014
Q4 | $311K | Hold |
4,100
| – | – | 0.13% | 52 |
|
2014
Q3 | $300K | Hold |
4,100
| – | – | 0.14% | 49 |
|
2014
Q2 | $297K | Sell |
4,100
-140
| -3% | -$10.1K | 0.14% | 47 |
|
2014
Q1 | $292K | Hold |
4,240
| – | – | 0.18% | 41 |
|
2013
Q4 | $269K | Buy |
+4,240
| New | +$269K | 0.17% | 48 |
|