CreativeOne Wealth’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 |
-2,293
| Closed | -$351K | – | 1132 |
|
|
2025
Q1 | $351K | Sell |
2,293
-1,436
| -39% | -$220K | 0.01% | 809 |
|
|
2024
Q4 | $558K | Buy |
3,729
+415
| +13% | +$62.1K | 0.02% | 658 |
|
|
2024
Q3 | $543K | Buy |
3,314
+363
| +12% | +$59.5K | 0.02% | 604 |
|
|
2024
Q2 | $409K | Buy |
2,951
+145
| +5% | +$20.1K | 0.02% | 532 |
|
|
2024
Q1 | $387K | Buy |
+2,806
| New | +$387K | 0.02% | 644 |
|