Center for Financial Planning’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-230
| Closed | -$27K | – | 530 |
|
|
2020
Q4 | $27K | Hold |
230
| – | – | 0.01% | 251 |
|
|
2020
Q3 | $20K | Sell |
230
-115
| -33% | -$10K | 0.01% | 259 |
|
|
2020
Q2 | $27K | Hold |
345
| – | – | 0.01% | 229 |
|
|
2020
Q1 | $26K | Hold |
345
| – | – | 0.01% | 230 |
|
|
2019
Q4 | $26K | Buy |
+345
| New | +$26K | 0.01% | 238 |
|