Continuum Advisory’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-58
| Closed | -$8.87K | – | 711 |
|
|
2025
Q1 | $8.87K | Sell |
58
-1
| -2% | -$153 | ﹤0.01% | 1006 |
|
|
2024
Q4 | $8.82K | Sell |
59
-2
| -3% | -$299 | ﹤0.01% | 1024 |
|
|
2024
Q3 | $9.42K | Sell |
61
-6
| -9% | -$926 | ﹤0.01% | 1010 |
|
|
2024
Q2 | $9.28K | Buy |
67
+1
| +2% | +$139 | ﹤0.01% | 965 |
|
|
2024
Q1 | $9.1K | Buy |
+66
| New | +$9.1K | ﹤0.01% | 965 |
|