Baystate Wealth Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.1K | Hold |
20
| – | – | ﹤0.01% | 1051 |
|
|
2023
Q3 | $1.89K | Hold |
20
| – | – | ﹤0.01% | 811 |
|
|
2023
Q2 | $2.01K | Hold |
20
| – | – | ﹤0.01% | 843 |
|
|
2023
Q1 | $1.62K | Hold |
20
| – | – | ﹤0.01% | 865 |
|
|
2022
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 852 |
|
|
2022
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 738 |
|
|
2022
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 752 |
|
|
2022
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 748 |
|
|
2021
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 753 |
|
|
2021
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 677 |
|
|
2021
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 648 |
|
|
2021
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 586 |
|
|
2020
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 561 |
|
|
2020
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 529 |
|
|
2020
Q2 | $2K | Sell |
20
-18
| -47% | -$1.8K | ﹤0.01% | 538 |
|
|
2020
Q1 | $3K | Buy |
38
+18
| +90% | +$1.42K | ﹤0.01% | 469 |
|
|
2019
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 515 |
|
|
2019
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 519 |
|
|
2019
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 553 |
|
|
2019
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 562 |
|
|
2018
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 568 |
|
|
2018
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 581 |
|
|
2018
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 600 |
|
|
2018
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 559 |
|
|
2017
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 497 |
|
|
2017
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 549 |
|
|
2017
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 569 |
|
|
2017
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 531 |
|