Crewe Advisors’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 |
-66
| Closed | -$10.8K | – | 686 |
|
|
2024
Q3 | $10.8K | Hold |
66
| – | – | ﹤0.01% | 482 |
|
|
2024
Q2 | $9.15K | Hold |
66
| – | – | ﹤0.01% | 712 |
|
|
2024
Q1 | $9.11K | Hold |
66
| – | – | ﹤0.01% | 630 |
|
|
2023
Q4 | $6.92K | Buy |
+66
| New | +$6.92K | ﹤0.01% | 236 |
|
|
2023
Q1 | – | Sell |
-15
| Closed | -$1.12K | – | 875 |
|
|
2022
Q4 | $1.12K | Sell |
15
-56
| -79% | -$4.18K | ﹤0.01% | 915 |
|
|
2022
Q3 | $6K | Buy |
71
+7
| +11% | +$592 | ﹤0.01% | 790 |
|
|
2022
Q2 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 747 |
|
|
2020
Q4 | – | Sell |
-20
| Closed | -$2K | – | 509 |
|
|
2020
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 492 |
|