B. Riley Wealth Advisors’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $334K | Sell |
2,236
-918
| -29% | -$137K | 0.01% | 833 |
|
|
2024
Q3 | $513K | Sell |
3,154
-976
| -24% | -$159K | 0.01% | 735 |
|
|
2024
Q2 | $572K | Buy |
4,130
+1,822
| +79% | +$252K | 0.01% | 756 |
|
|
2024
Q1 | $218K | Buy |
2,308
+207
| +10% | +$19.6K | 0.01% | 1227 |
|
|
2023
Q4 | $220K | Sell |
2,101
-207
| -9% | -$21.7K | 0.01% | 1210 |
|
|
2023
Q3 | $218K | Buy |
2,308
+207
| +10% | +$19.6K | 0.01% | 1227 |
|
|
2023
Q2 | $211K | Buy |
+2,101
| New | +$211K | ﹤0.01% | 1331 |
|
|
2022
Q2 | – | Sell |
-2,385
| Closed | -$270K | – | 1272 |
|
|
2022
Q1 | $270K | Sell |
2,385
-39
| -2% | -$4.42K | 0.01% | 1063 |
|
|
2021
Q4 | $276K | Sell |
2,424
-186
| -7% | -$21.2K | 0.01% | 1117 |
|
|
2021
Q3 | $304K | Sell |
2,610
-1,107
| -30% | -$129K | 0.01% | 1031 |
|
|
2021
Q2 | $448K | Buy |
+3,717
| New | +$448K | 0.01% | 821 |
|
|
2015
Q1 | – | Sell |
-1,530
| Closed | -$116 | – | 926 |
|
|
2014
Q4 | $116 | Buy |
+1,530
| New | +$116 | ﹤0.01% | 1640 |
|
|
2014
Q3 | – | Sell |
-1,430
| Closed | -$103K | – | 954 |
|
|
2014
Q2 | $103K | Buy |
+1,430
| New | +$103K | 0.02% | 707 |
|