Focused Wealth Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,500
| Closed | -$174K | – | 958 |
|
|
2021
Q3 | $174K | Hold |
1,500
| – | – | 0.03% | 181 |
|
|
2021
Q2 | $181K | Hold |
1,500
| – | – | 0.03% | 182 |
|
|
2021
Q1 | $162K | Hold |
1,500
| – | – | 0.03% | 195 |
|
|
2020
Q4 | $176K | Hold |
1,500
| – | – | 0.03% | 164 |
|
|
2020
Q3 | $128K | Hold |
1,500
| – | – | 0.03% | 195 |
|
|
2020
Q2 | $119K | Buy |
+1,500
| New | +$119K | 0.03% | 199 |
|