GW Henssler & Associates’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,786
| Closed | -$280K | – | 226 |
|
|
2023
Q2 | $280K | Sell |
2,786
-700
| -20% | -$70.3K | 0.02% | 152 |
|
|
2023
Q1 | $283K | Buy |
3,486
+42
| +1% | +$3.41K | 0.02% | 177 |
|
|
2022
Q4 | $257K | Hold |
3,444
| – | – | 0.02% | 189 |
|
|
2022
Q3 | $285K | Buy |
3,444
+464
| +16% | +$38.4K | 0.02% | 151 |
|
|
2022
Q2 | $238K | Buy |
+2,980
| New | +$238K | 0.02% | 182 |
|