DBIA
Dumont & Blake Investment Advisors’s DaVita DVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,056
| Closed | -$1.16M | – | 204 |
|
|
2024
Q3 | $1.16M | Sell |
7,056
-7,094
| -50% | -$1.16M | 0.31% | 84 |
|
|
2024
Q2 | $1.96M | Buy |
14,150
+5,860
| +71% | +$812K | 0.28% | 91 |
|
|
2024
Q1 | $1.14M | Buy |
8,290
+170
| +2% | +$23.5K | 0.33% | 84 |
|
|
2023
Q4 | $851K | Sell |
8,120
-80
| -1% | -$8.38K | 0.26% | 98 |
|
|
2023
Q3 | $775K | Buy |
+8,200
| New | +$775K | 0.26% | 97 |
|