Clarius Group LLC’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,268
| Closed | -$208K | – | 460 |
|
|
2024
Q3 | $208K | Buy |
+1,268
| New | +$208K | 0.01% | 423 |
|
|
2022
Q2 | – | Sell |
-2,247
| Closed | -$256K | – | 486 |
|
|
2022
Q1 | $256K | Hold |
2,247
| – | – | 0.02% | 409 |
|
|
2021
Q4 | $256K | Buy |
2,247
+248
| +12% | +$28.3K | 0.02% | 409 |
|
|
2021
Q3 | $232K | Buy |
1,999
+3
| +0.2% | +$348 | 0.02% | 381 |
|
|
2021
Q2 | $240K | Buy |
1,996
+19
| +1% | +$2.29K | 0.02% | 359 |
|
|
2021
Q1 | $213K | Buy |
+1,977
| New | +$213K | 0.02% | 352 |
|