Global Retirement Partners’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7K | Buy |
+89
| New | +$12.7K | ﹤0.01% | 2490 |
|
|
2024
Q4 | $14.1K | Sell |
94
-337
| -78% | -$50.4K | ﹤0.01% | 2267 |
|
|
2024
Q3 | $70.7K | Buy |
431
+41
| +11% | +$6.72K | ﹤0.01% | 1392 |
|
|
2024
Q2 | $54K | Buy |
390
+295
| +311% | +$40.9K | ﹤0.01% | 1496 |
|
|
2024
Q1 | $13.1K | Buy |
95
+20
| +27% | +$2.76K | ﹤0.01% | 1996 |
|
|
2023
Q4 | $7.86K | Sell |
75
-1
| -1% | -$105 | ﹤0.01% | 2155 |
|
|
2023
Q3 | $7.08K | Sell |
76
-4
| -5% | -$373 | ﹤0.01% | 2083 |
|
|
2023
Q2 | $8.04K | Hold |
80
| – | – | ﹤0.01% | 2040 |
|
|
2023
Q1 | $7.05K | Buy |
80
+11
| +16% | +$970 | ﹤0.01% | 2048 |
|
|
2022
Q4 | $5.15K | Buy |
69
+1
| +1% | +$75 | ﹤0.01% | 2009 |
|
|
2022
Q3 | $5K | Sell |
68
-13
| -16% | -$956 | ﹤0.01% | 1915 |
|
|
2022
Q2 | $6K | Buy |
81
+2
| +3% | +$148 | ﹤0.01% | 1812 |
|
|
2022
Q1 | $7K | Buy |
+79
| New | +$7K | ﹤0.01% | 1758 |
|
|
2021
Q4 | – | Sell |
-13
| Closed | -$2K | – | 611 |
|
|
2021
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 1810 |
|
|
2021
Q2 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 1719 |
|
|
2021
Q1 | – | Sell |
-52
| Closed | -$6K | – | 1797 |
|
|
2020
Q4 | $6K | Buy |
52
+12
| +30% | +$1.39K | ﹤0.01% | 1390 |
|
|
2020
Q3 | $3K | Buy |
40
+15
| +60% | +$1.13K | ﹤0.01% | 1413 |
|
|
2020
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 1445 |
|
|
2019
Q4 | – | Sell |
-25
| Closed | -$1K | – | 1637 |
|
|
2019
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 1501 |
|
|
2019
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 1495 |
|
|
2019
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 1448 |
|
|
2018
Q4 | $1K | Sell |
25
-33
| -57% | -$1.32K | ﹤0.01% | 1383 |
|
|
2018
Q3 | $4K | Buy |
58
+3
| +5% | +$207 | ﹤0.01% | 1258 |
|
|
2018
Q2 | $4K | Buy |
55
+12
| +28% | +$873 | ﹤0.01% | 1233 |
|
|
2018
Q1 | $3K | Buy |
43
+18
| +72% | +$1.26K | ﹤0.01% | 1256 |
|
|
2017
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 1290 |
|