Envestnet Portfolio Solutions’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,269
| Closed | -$2.73M | – | 1609 |
|
|
2024
Q4 | $2.73M | Sell |
18,269
-8,519
| -32% | -$1.27M | 0.01% | 567 |
|
|
2024
Q3 | $4.39M | Sell |
26,788
-248
| -0.9% | -$40.7K | 0.01% | 421 |
|
|
2024
Q2 | $3.75M | Sell |
27,036
-2,834
| -9% | -$393K | 0.01% | 448 |
|
|
2024
Q1 | $4.12M | Buy |
29,870
+304
| +1% | +$42K | 0.02% | 428 |
|
|
2023
Q4 | $3.1M | Buy |
29,566
+740
| +3% | +$77.5K | 0.01% | 467 |
|
|
2023
Q3 | $2.72M | Buy |
+28,826
| New | +$2.72M | 0.01% | 459 |
|