Avestar Capital’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-11,229
| Closed | -$1.31M | – | 360 |
|
2021
Q3 | $1.31M | Buy |
11,229
+286
| +3% | +$33.2K | 0.17% | 100 |
|
2021
Q2 | $1.32M | Buy |
10,943
+4,124
| +60% | +$497K | 0.18% | 104 |
|
2021
Q1 | $773K | Buy |
6,819
+3,778
| +124% | +$428K | 0.17% | 121 |
|
2020
Q4 | $357K | Buy |
+3,041
| New | +$357K | 0.1% | 184 |
|
2019
Q3 | – | Sell |
-19
| Closed | – | – | 348 |
|
2019
Q2 | $0 | Sell |
19
-31
| -62% | – | ﹤0.01% | 880 |
|
2019
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 722 |
|
2018
Q4 | $1K | Buy |
50
+41
| +456% | +$820 | ﹤0.01% | 714 |
|
2018
Q3 | $0 | Sell |
9
-34
| -79% | – | ﹤0.01% | 869 |
|
2018
Q2 | $2K | Sell |
43
-15
| -26% | -$698 | ﹤0.01% | 672 |
|
2018
Q1 | $1K | Buy |
58
+28
| +93% | +$483 | ﹤0.01% | 707 |
|
2017
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 682 |
|