Financial Gravity Asset Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-26
| Closed | -$3.61K | – | 1736 |
|
|
2024
Q1 | $3.61K | Buy |
26
+18
| +225% | +$2.5K | ﹤0.01% | 947 |
|
|
2023
Q4 | $956 | Buy |
8
+4
| +100% | +$478 | ﹤0.01% | 1049 |
|
|
2023
Q3 | $403 | Buy |
+4
| New | +$403 | ﹤0.01% | 836 |
|
|
2023
Q2 | – | Sell |
-81
| Closed | -$210 | – | 1666 |
|
|
2023
Q1 | $210 | Buy |
+81
| New | +$210 | 0.01% | 606 |
|
|
2022
Q4 | – | Sell |
-249
| Closed | -$214 | – | 1437 |
|
|
2022
Q3 | $214 | Sell |
249
-1,431
| -85% | -$1.23K | 0.01% | 540 |
|
|
2022
Q2 | $2.15K | Sell |
1,680
-693
| -29% | -$888 | 0.07% | 281 |
|
|
2022
Q1 | $2.91K | Buy |
2,373
+2,031
| +594% | +$2.49K | 0.08% | 214 |
|
|
2021
Q4 | $295 | Buy |
342
+315
| +1,167% | +$272 | 0.01% | 575 |
|
|
2021
Q3 | $116K | Sell |
27
-1
| -4% | -$4.3K | 0.05% | 309 |
|
|
2021
Q2 | $120K | Sell |
28
-4
| -13% | -$17.1K | 0.04% | 302 |
|
|
2021
Q1 | $3.48K | Buy |
32
+11
| +52% | +$1.2K | 0.07% | 182 |
|
|
2020
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 311 |
|
|
2020
Q2 | – | Sell |
-129
| Closed | -$9.82K | – | 238 |
|
|
2020
Q1 | $9.82K | Buy |
+129
| New | +$9.82K | 0.03% | 212 |
|
|
2018
Q3 | $46K | Buy |
696
+478
| +219% | +$31.6K | 0.05% | 346 |
|
|
2018
Q2 | $16K | Sell |
218
-485
| -69% | -$35.6K | 0.02% | 499 |
|
|
2018
Q1 | $45K | Buy |
+703
| New | +$45K | 0.05% | 338 |
|