Financial Architects (New Jersey)’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-499
| Closed | -$39K | – | 405 |
|
|
2020
Q2 | $39K | Hold |
499
| – | – | 0.01% | 457 |
|
|
2020
Q1 | $38K | Hold |
499
| – | – | 0.01% | 417 |
|
|
2019
Q4 | $37K | Hold |
499
| – | – | 0.01% | 472 |
|
|
2019
Q3 | $28K | Hold |
499
| – | – | 0.01% | 516 |
|
|
2019
Q2 | $28K | Hold |
499
| – | – | 0.01% | 544 |
|
|
2019
Q1 | $27K | Hold |
499
| – | – | ﹤0.01% | 702 |
|
|
2018
Q4 | $26K | Hold |
499
| – | – | 0.01% | 649 |
|
|
2018
Q3 | $36K | Buy |
499
+44
| +10% | +$3.17K | 0.01% | 631 |
|
|
2018
Q2 | $32K | Hold |
455
| – | – | 0.01% | 681 |
|
|
2018
Q1 | $30K | Hold |
455
| – | – | 0.01% | 672 |
|
|
2017
Q4 | $33K | Hold |
455
| – | – | 0.01% | 708 |
|
|
2017
Q3 | $27K | Hold |
455
| – | – | ﹤0.01% | 792 |
|
|
2017
Q2 | $29K | Hold |
455
| – | – | 0.01% | 758 |
|
|
2017
Q1 | $31K | Buy |
455
+155
| +52% | +$10.6K | 0.01% | 723 |
|
|
2016
Q4 | $19K | Hold |
300
| – | – | ﹤0.01% | 841 |
|
|
2016
Q3 | $20K | Sell |
300
-100
| -25% | -$6.67K | 0.01% | 833 |
|
|
2016
Q2 | $31K | Hold |
400
| – | – | 0.01% | 654 |
|
|
2016
Q1 | $29K | Buy |
+400
| New | +$29K | 0.01% | 496 |
|
|
2015
Q3 | – | Sell |
-550
| Closed | -$44K | – | 391 |
|
|
2015
Q2 | $44K | Sell |
550
-50
| -8% | -$4K | 0.02% | 453 |
|
|
2015
Q1 | $49K | Hold |
600
| – | – | 0.02% | 404 |
|
|
2014
Q4 | $45K | Hold |
600
| – | – | 0.02% | 358 |
|
|
2014
Q3 | $44K | Hold |
600
| – | – | 0.02% | 326 |
|
|
2014
Q2 | $43K | Buy |
+600
| New | +$43K | 0.02% | 342 |
|
|
2013
Q4 | – | Sell |
-594
| Closed | -$33K | – | 267 |
|
|
2013
Q3 | $33K | Buy |
594
+294
| +98% | +$16.3K | 0.02% | 302 |
|
|
2013
Q2 | $18K | Buy |
+300
| New | +$18K | 0.01% | 376 |
|