Capital Analysts LLC’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-486
| Closed | -$40K | – | 1088 |
|
|
2022
Q3 | $40K | Sell |
486
-352
| -42% | -$29K | ﹤0.01% | 604 |
|
|
2022
Q2 | $67K | Buy |
838
+10
| +1% | +$800 | ﹤0.01% | 502 |
|
|
2022
Q1 | $94K | Hold |
828
| – | – | 0.01% | 439 |
|
|
2021
Q4 | $94K | Hold |
828
| – | – | 0.01% | 461 |
|
|
2021
Q3 | $96K | Hold |
828
| – | – | 0.01% | 457 |
|
|
2021
Q2 | $100K | Buy |
828
+114
| +16% | +$13.8K | 0.01% | 446 |
|
|
2021
Q1 | $77K | Buy |
714
+108
| +18% | +$11.6K | 0.01% | 513 |
|
|
2020
Q4 | $71K | Buy |
606
+5
| +0.8% | +$586 | 0.01% | 370 |
|
|
2020
Q3 | $51K | Buy |
601
+242
| +67% | +$20.5K | ﹤0.01% | 397 |
|
|
2020
Q2 | $28K | Buy |
+359
| New | +$28K | ﹤0.01% | 439 |
|