Evolution Wealth Advisors’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-65
| Closed | -$8K | – | 288 |
|
|
2021
Q3 | $8K | Hold |
65
| – | – | ﹤0.01% | 425 |
|
|
2021
Q2 | $8K | Hold |
65
| – | – | ﹤0.01% | 438 |
|
|
2021
Q1 | $7K | Hold |
65
| – | – | ﹤0.01% | 474 |
|
|
2020
Q4 | $8K | Hold |
65
| – | – | ﹤0.01% | 375 |
|
|
2020
Q3 | $6K | Hold |
65
| – | – | ﹤0.01% | 413 |
|
|
2020
Q2 | $5K | Buy |
+65
| New | +$5K | ﹤0.01% | 364 |
|
|
2019
Q4 | – | Sell |
-65
| Closed | -$4K | – | 638 |
|
|
2019
Q3 | $4K | Sell |
65
-236
| -78% | -$14.5K | ﹤0.01% | 308 |
|
|
2019
Q2 | $17K | Buy |
+301
| New | +$17K | 0.01% | 140 |
|