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Harvest Investment Services’s DaVita DVA Stock Holding History

Harvest Investment Services’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,425
Closed -$203K – 338
2025
Q2 		$203K Buy
1,425
+19
+1% +$2.69K 0.05% 305
2025
Q1 		$215K Sell
1,406
-11
-0.8% -$1.73K 0.06% 250
2024
Q4 		$212K Sell
1,417
-4
-0.3% -$627 0.05% 260
2024
Q3 		$233K Buy
+1,421
New +$210K 0.07% 200
2021
Q3 		– Sell
-1,681
Closed -$202K – 291
2021
Q2 		$202K Buy
+1,681
New +$199K 0.08% 271
2021
Q1 		– Sell
-1,767
Closed -$207K – 258
2020
Q4 		$207K Buy
+1,767
New +$180K 0.11% 197

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