First Trust Direct Indexing’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $500K | Buy |
|
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|
2024
Q2 | $411K | Buy |
|
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|
2024
Q1 | $358K | Buy |
|
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|
2023
Q4 | $261K | Sell |
|
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|
2023
Q3 | $257K | Buy |
|
|||||
|
2023
Q2 | $260K | Buy |
|
|||||
|
2023
Q1 | $204K | Sell |
|
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|
2022
Q4 | $204K | Buy |
|
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|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $221K | Buy |
|
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|
2021
Q4 | $220K | Sell |
|
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|
2021
Q3 | $256K | Buy |
|
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|
2021
Q2 | $224K | Buy |
|
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|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $155K | Buy |
|