FinTrust Capital Advisors’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $137K | Hold |
837
| – | – | 0.02% | 368 |
|
|
2024
Q2 | $116K | Hold |
837
| – | – | 0.02% | 375 |
|
|
2024
Q1 | $116K | Buy |
837
+125
| +18% | +$17.3K | 0.02% | 361 |
|
|
2023
Q4 | $74.6K | Hold |
712
| – | – | 0.01% | 409 |
|
|
2023
Q3 | $67.3K | Buy |
712
+504
| +242% | +$47.6K | 0.01% | 405 |
|
|
2023
Q2 | $15.5K | Hold |
208
| – | – | ﹤0.01% | 694 |
|
|
2023
Q1 | $15.5K | Hold |
208
| – | – | ﹤0.01% | 693 |
|
|
2022
Q4 | $15.5K | Hold |
208
| – | – | ﹤0.01% | 692 |
|
|
2022
Q3 | $19K | Hold |
208
| – | – | ﹤0.01% | 725 |
|
|
2022
Q2 | $18K | Sell |
208
-92
| -31% | -$7.96K | ﹤0.01% | 753 |
|
|
2022
Q1 | $34K | Hold |
300
| – | – | 0.01% | 630 |
|
|
2021
Q4 | $34K | Hold |
300
| – | – | 0.01% | 608 |
|
|
2021
Q3 | $35K | Sell |
300
-49
| -14% | -$5.72K | 0.01% | 605 |
|
|
2021
Q2 | $42K | Buy |
349
+92
| +36% | +$11.1K | 0.01% | 578 |
|
|
2021
Q1 | $28K | Hold |
257
| – | – | 0.01% | 627 |
|
|
2020
Q4 | $30K | Hold |
257
| – | – | 0.01% | 574 |
|
|
2020
Q3 | $22 | Buy |
257
+49
| +24% | +$4 | ﹤0.01% | 625 |
|
|
2020
Q2 | $16K | Hold |
208
| – | – | 0.01% | 654 |
|
|
2020
Q1 | $16K | Hold |
208
| – | – | 0.01% | 666 |
|
|
2019
Q4 | $16K | Hold |
208
| – | – | 0.01% | 671 |
|
|
2019
Q3 | $12K | Hold |
208
| – | – | ﹤0.01% | 704 |
|
|
2019
Q2 | $12K | Hold |
208
| – | – | ﹤0.01% | 687 |
|
|
2019
Q1 | $11K | Hold |
208
| – | – | ﹤0.01% | 743 |
|
|
2018
Q4 | $11K | Buy |
+208
| New | +$11K | 0.01% | 733 |
|