Evoke Wealth’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 |
-28
| Closed | -$2K | – | 588 |
|
|
2022
Q3 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 1027 |
|
|
2021
Q3 | – | Sell |
-17
| Closed | -$2K | – | 1160 |
|
|
2021
Q2 | $2K | Sell |
17
-15
| -47% | -$1.77K | ﹤0.01% | 1037 |
|
|
2021
Q1 | $3K | Buy |
32
+29
| +967% | +$2.72K | ﹤0.01% | 942 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1052 |
|
|
2020
Q3 | $0 | Sell |
3
-5
| -63% | – | ﹤0.01% | 1040 |
|
|
2020
Q2 | $1K | Sell |
8
-3
| -27% | -$375 | ﹤0.01% | 958 |
|
|
2020
Q1 | $837 | Sell |
11
-322
| -97% | -$24.5K | ﹤0.01% | 956 |
|
|
2019
Q4 | $25K | Hold |
333
| – | – | ﹤0.01% | 543 |
|
|
2019
Q3 | $19K | Buy |
+333
| New | +$19K | ﹤0.01% | 678 |
|