Asset Dedication LLC’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7
| Closed | -$1K | – | 981 |
|
|
2022
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 921 |
|
|
2021
Q4 | – | Sell |
-48
| Closed | -$6K | – | 952 |
|
|
2021
Q3 | $6K | Hold |
48
| – | – | ﹤0.01% | 769 |
|
|
2021
Q2 | $6K | Hold |
48
| – | – | ﹤0.01% | 684 |
|
|
2021
Q1 | $5K | Hold |
48
| – | – | ﹤0.01% | 556 |
|
|
2020
Q4 | $6K | Hold |
48
| – | – | ﹤0.01% | 610 |
|
|
2020
Q3 | $4K | Hold |
48
| – | – | ﹤0.01% | 616 |
|
|
2020
Q2 | $4K | Hold |
48
| – | – | ﹤0.01% | 541 |
|
|
2020
Q1 | $4K | Hold |
48
| – | – | ﹤0.01% | 530 |
|
|
2019
Q4 | $4K | Hold |
48
| – | – | ﹤0.01% | 557 |
|
|
2019
Q3 | $3K | Hold |
48
| – | – | ﹤0.01% | 540 |
|
|
2019
Q2 | $3K | Hold |
48
| – | – | ﹤0.01% | 529 |
|
|
2019
Q1 | $3K | Hold |
48
| – | – | ﹤0.01% | 550 |
|
|
2018
Q4 | $2K | Hold |
48
| – | – | ﹤0.01% | 547 |
|
|
2018
Q3 | $3K | Hold |
48
| – | – | ﹤0.01% | 552 |
|
|
2018
Q2 | $3K | Hold |
48
| – | – | ﹤0.01% | 560 |
|
|
2018
Q1 | $3K | Hold |
48
| – | – | ﹤0.01% | 465 |
|
|
2017
Q4 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 433 |
|