Capital Advisors Ltd’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Sell |
44
-1
| -2% | -$136 | ﹤0.01% | 884 |
|
|
2025
Q1 | $7K | Hold |
45
| – | – | ﹤0.01% | 848 |
|
|
2024
Q4 | $7K | Hold |
45
| – | – | ﹤0.01% | 859 |
|
|
2024
Q3 | $7K | Sell |
45
-6
| -12% | -$933 | ﹤0.01% | 847 |
|
|
2024
Q2 | $7K | Buy |
51
+5
| +11% | +$686 | ﹤0.01% | 824 |
|
|
2024
Q1 | $6K | Buy |
46
+4
| +10% | +$522 | ﹤0.01% | 834 |
|
|
2023
Q4 | $4K | Sell |
42
-14
| -25% | -$1.33K | ﹤0.01% | 882 |
|
|
2023
Q3 | $5K | Hold |
56
| – | – | ﹤0.01% | 809 |
|
|
2023
Q2 | $6K | Buy |
56
+6
| +12% | +$643 | ﹤0.01% | 784 |
|
|
2023
Q1 | $4K | Buy |
50
+15
| +43% | +$1.2K | ﹤0.01% | 734 |
|
|
2022
Q4 | $3K | Buy |
35
+14
| +67% | +$1.2K | ﹤0.01% | 756 |
|
|
2022
Q3 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 828 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | -$1K | – | 1073 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 699 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 646 |
|
|
2016
Q4 | – | Sell |
-500
| Closed | -$33K | – | 392 |
|
|
2016
Q3 | $33K | Buy |
+500
| New | +$33K | 0.01% | 221 |
|