Capital Advisory Group Advisory Services’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-130
| Closed | -$7K | – | 261 |
|
|
2019
Q3 | $7K | Hold |
130
| – | – | ﹤0.01% | 313 |
|
|
2019
Q2 | $7K | Hold |
130
| – | – | ﹤0.01% | 314 |
|
|
2019
Q1 | $7K | Hold |
130
| – | – | 0.01% | 299 |
|
|
2018
Q4 | $7K | Hold |
130
| – | – | 0.01% | 276 |
|
|
2018
Q3 | $9K | Hold |
130
| – | – | 0.01% | 252 |
|
|
2018
Q2 | $9K | Hold |
130
| – | – | 0.01% | 241 |
|
|
2018
Q1 | $9K | Buy |
+130
| New | +$9K | 0.01% | 232 |
|