Gitterman Wealth Management’s DaVita DVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,698
Closed -$283K 105
2023
Q4
$283K Buy
2,698
+460
+21% +$48.2K 0.13% 54
2023
Q3
$212K Buy
+2,238
New +$212K 0.1% 67