Ellevest Inc’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-849
| Closed | -$68.9K | – | 702 |
|
|
2023
Q1 | $68.9K | Buy |
849
+786
| +1,248% | +$63.8K | 0.01% | 525 |
|
|
2022
Q4 | $4.7K | Sell |
63
-309
| -83% | -$23.1K | ﹤0.01% | 1195 |
|
|
2022
Q3 | $31K | Buy |
372
+347
| +1,388% | +$28.9K | ﹤0.01% | 701 |
|
|
2022
Q2 | $2K | Sell |
25
-46
| -65% | -$3.68K | ﹤0.01% | 1150 |
|
|
2022
Q1 | $8K | Buy |
71
+35
| +97% | +$3.94K | ﹤0.01% | 929 |
|
|
2021
Q4 | $4K | Buy |
36
+27
| +300% | +$3K | ﹤0.01% | 1043 |
|
|
2021
Q3 | $1K | Buy |
9
+2
| +29% | +$222 | ﹤0.01% | 1251 |
|
|
2021
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 1139 |
|
|
2021
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 1139 |
|
|
2020
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 1048 |
|
|
2020
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 990 |
|
|
2020
Q2 | $1K | Sell |
7
-11
| -61% | -$1.57K | ﹤0.01% | 984 |
|
|
2020
Q1 | $1K | Buy |
18
+3
| +20% | +$167 | ﹤0.01% | 867 |
|
|
2019
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 760 |
|