Elevation Wealth Partners’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2K | Hold |
100
| – | – | 0.01% | 342 |
|
|
2025
Q1 | $15.3K | Hold |
100
| – | – | 0.01% | 336 |
|
|
2024
Q4 | $15K | Hold |
100
| – | – | 0.01% | 335 |
|
|
2024
Q3 | $16.4K | Hold |
100
| – | – | 0.01% | 315 |
|
|
2024
Q2 | $13.9K | Hold |
100
| – | – | 0.01% | 320 |
|
|
2024
Q1 | $13.8K | Sell |
100
-87
| -47% | -$12K | 0.01% | 330 |
|
|
2023
Q4 | $17.7K | Hold |
187
| – | – | 0.01% | 291 |
|
|
2023
Q3 | $17.7K | Hold |
187
| – | – | 0.02% | 215 |
|
|
2023
Q2 | $18.8K | Hold |
187
| – | – | 0.02% | 218 |
|
|
2023
Q1 | $15.2K | Buy |
+187
| New | +$15.2K | 0.01% | 237 |
|