Disciplined Investments’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-20
| Closed | -$2.01K | – | 510 |
|
2023
Q2 | $2.01K | Buy |
20
+6
| +43% | +$603 | ﹤0.01% | 658 |
|
2023
Q1 | $1.14K | Sell |
14
-4
| -22% | -$325 | ﹤0.01% | 904 |
|
2022
Q4 | $1.34K | Sell |
18
-5
| -22% | -$373 | ﹤0.01% | 774 |
|
2022
Q3 | $2K | Buy |
23
+14
| +156% | +$1.22K | ﹤0.01% | 614 |
|
2022
Q2 | $1K | Sell |
9
-11
| -55% | -$1.22K | ﹤0.01% | 879 |
|
2022
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 668 |
|