CIBC Private Wealth Group’s DaVita DVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
2,196
-157
| -7% | -$22.4K | ﹤0.01% | 961 |
|
|
2025
Q1 | $339K | Buy |
2,353
+148
| +7% | +$21.3K | ﹤0.01% | 929 |
|
|
2024
Q4 | $339K | Sell |
2,205
-7
| -0.3% | -$1.08K | ﹤0.01% | 977 |
|
|
2024
Q3 | $363K | Buy |
2,212
+5
| +0.2% | +$820 | ﹤0.01% | 971 |
|
|
2024
Q2 | $303K | Sell |
2,207
-82
| -4% | -$11.3K | ﹤0.01% | 949 |
|
|
2024
Q1 | $316K | Buy |
2,289
+43
| +2% | +$5.93K | ﹤0.01% | 956 |
|
|
2023
Q4 | $235K | Buy |
2,246
+74
| +3% | +$7.75K | ﹤0.01% | 1014 |
|
|
2023
Q3 | $205K | Buy |
+2,172
| New | +$205K | ﹤0.01% | 995 |
|
|
2022
Q3 | – | Sell |
-15
| Closed | -$1K | – | 978 |
|
|
2022
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1163 |
|
|
2022
Q1 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 1218 |
|
|
2018
Q3 | – | Sell |
-19
| Closed | -$1K | – | 1150 |
|
|
2018
Q2 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1891 |
|