Avior Wealth Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16
| Closed | -$2.39K | – | 1172 |
|
|
2024
Q4 | $2.39K | Buy |
16
+6
| +60% | +$897 | ﹤0.01% | 2085 |
|
|
2024
Q3 | $1.64K | Buy |
10
+2
| +25% | +$328 | ﹤0.01% | 2008 |
|
|
2024
Q2 | $1.11K | Sell |
8
-78
| -91% | -$10.8K | ﹤0.01% | 2020 |
|
|
2024
Q1 | $11.9K | Buy |
+86
| New | +$11.9K | ﹤0.01% | 1805 |
|
|
2023
Q4 | – | Sell |
-6
| Closed | -$567 | – | 1565 |
|
|
2023
Q3 | $567 | Buy |
+6
| New | +$567 | ﹤0.01% | 1483 |
|