Financial Architects (New Jersey)’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-499
| Closed | -$39K | – | 406 |
|
|
2020
Q2 | $39K | Hold |
499
| – | – | 0.01% | 458 |
|
|
2020
Q1 | $38K | Hold |
499
| – | – | 0.01% | 418 |
|
|
2019
Q4 | $37K | Hold |
499
| – | – | 0.01% | 472 |
|
|
2019
Q3 | $28K | Hold |
499
| – | – | 0.01% | 526 |
|
|
2019
Q2 | $28K | Hold |
499
| – | – | 0.01% | 627 |
|
|
2019
Q1 | $27K | Hold |
499
| – | – | ﹤0.01% | 795 |
|
|
2018
Q4 | $26K | Hold |
499
| – | – | 0.01% | 724 |
|
|
2018
Q3 | $36K | Buy |
499
+44
| +10% | +$3.11K | 0.01% | 736 |
|
|
2018
Q2 | $32K | Hold |
455
| – | – | 0.01% | 681 |
|
|
2018
Q1 | $30K | Hold |
455
| – | – | 0.01% | 768 |
|
|
2017
Q4 | $33K | Hold |
455
| – | – | 0.01% | 809 |
|
|
2017
Q3 | $27K | Hold |
455
| – | – | ﹤0.01% | 883 |
|
|
2017
Q2 | $29K | Hold |
455
| – | – | 0.01% | 853 |
|
|
2017
Q1 | $31K | Buy |
455
+155
| +52% | +$10.3K | 0.01% | 807 |
|
|
2016
Q4 | $19K | Hold |
300
| – | – | ﹤0.01% | 851 |
|
|
2016
Q3 | $20K | Sell |
300
-100
| -25% | -$7.04K | 0.01% | 842 |
|
|
2016
Q2 | $31K | Hold |
400
| – | – | 0.01% | 658 |
|
|
2016
Q1 | $29K | Buy |
+400
| New | +$27K | 0.01% | 504 |
|
|
2015
Q3 | – | Sell |
-550
| Closed | -$44K | – | 404 |
|
|
2015
Q2 | $44K | Sell |
550
-50
| -8% | -$4.11K | 0.02% | 463 |
|
|
2015
Q1 | $49K | Hold |
600
| – | – | 0.02% | 404 |
|
|
2014
Q4 | $45K | Hold |
600
| – | – | 0.02% | 358 |
|
|
2014
Q3 | $44K | Hold |
600
| – | – | 0.02% | 327 |
|
|
2014
Q2 | $43K | Buy |
+600
| New | +$41.7K | 0.02% | 344 |
|
|
2013
Q4 | – | Sell |
-594
| Closed | -$33K | – | 267 |
|
|
2013
Q3 | $33K | Buy |
594
+294
| +98% | +$16.8K | 0.02% | 302 |
|
|
2013
Q2 | $18K | Buy |
+300
| New | +$18.7K | 0.01% | 376 |
|
Other funds holding DVA
