Atria Wealth Solutions’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,333
| Closed | -$874K | – | 1969 |
|
|
2024
Q3 | $874K | Sell |
5,333
-735
| -12% | -$120K | 0.01% | 956 |
|
|
2024
Q2 | $841K | Buy |
6,068
+1,279
| +27% | +$177K | 0.01% | 962 |
|
|
2024
Q1 | $661K | Buy |
4,789
+44
| +0.9% | +$6.07K | 0.01% | 1110 |
|
|
2023
Q4 | $497K | Buy |
4,745
+1,301
| +38% | +$136K | 0.01% | 1207 |
|
|
2023
Q3 | $326K | Sell |
3,444
-143
| -4% | -$13.5K | ﹤0.01% | 1355 |
|
|
2023
Q2 | $360K | Buy |
+3,587
| New | +$360K | ﹤0.01% | 1324 |
|