Ethic Inc’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Buy |
3,091
+833
| +37% | +$118K | 0.01% | 861 |
|
|
2025
Q1 | $343K | Sell |
2,258
-2,087
| -48% | -$317K | 0.01% | 898 |
|
|
2024
Q4 | $650K | Buy |
4,345
+2,340
| +117% | +$350K | 0.01% | 720 |
|
|
2024
Q3 | $277K | Sell |
2,005
-183
| -8% | -$25.3K | 0.01% | 901 |
|
|
2024
Q2 | $303K | Buy |
2,188
+183
| +9% | +$25.4K | 0.01% | 906 |
|
|
2024
Q1 | $277K | Sell |
2,005
-211
| -10% | -$29.1K | 0.01% | 899 |
|
|
2023
Q4 | $232K | Sell |
2,216
-4,039
| -65% | -$423K | 0.01% | 949 |
|
|
2023
Q3 | $591K | Sell |
6,255
-584
| -9% | -$55.2K | 0.02% | 626 |
|
|
2023
Q2 | $687K | Sell |
6,839
-7,077
| -51% | -$711K | 0.03% | 555 |
|
|
2023
Q1 | $1.13M | Buy |
13,916
+9,939
| +250% | +$806K | 0.05% | 420 |
|
|
2022
Q4 | $297K | Buy |
3,977
+1,481
| +59% | +$111K | 0.02% | 721 |
|
|
2022
Q3 | $207K | Buy |
+2,496
| New | +$207K | 0.01% | 735 |
|