Estate Counselors’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,825
| Closed | -$813K | – | 153 |
|
|
2022
Q3 | $813K | Hold |
9,825
| – | – | 0.13% | 97 |
|
|
2022
Q2 | $785K | Buy |
9,825
+35
| +0.4% | +$2.8K | 0.12% | 99 |
|
|
2022
Q1 | $1.11M | Hold |
9,790
| – | – | 0.14% | 81 |
|
|
2021
Q4 | $1.11M | Buy |
9,790
+205
| +2% | +$23.3K | 0.14% | 93 |
|
|
2021
Q3 | $1.11M | Buy |
9,585
+90
| +0.9% | +$10.5K | 0.14% | 91 |
|
|
2021
Q2 | $1.14M | Buy |
9,495
+195
| +2% | +$23.5K | 0.15% | 81 |
|
|
2021
Q1 | $1M | Buy |
+9,300
| New | +$1M | 0.15% | 107 |
|
|
2020
Q2 | – | Sell |
-5,860
| Closed | -$446K | – | 165 |
|
|
2020
Q1 | $446K | Buy |
+5,860
| New | +$446K | 0.07% | 85 |
|