Balentine LLC’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,836
| Closed | -$208K | – | 653 |
|
|
2022
Q1 | $208K | Buy |
+1,836
| New | +$208K | 0.01% | 545 |
|
|
2020
Q3 | – | Sell |
-12
| Closed | -$1K | – | 344 |
|
|
2020
Q2 | $1K | Buy |
12
+5
| +71% | +$417 | ﹤0.01% | 894 |
|
|
2020
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 610 |
|
|
2019
Q4 | – | Sell |
-19
| Closed | -$1K | – | 639 |
|
|
2019
Q3 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 674 |
|