Harvest Investment Services’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
1,425
+19
| +1% | +$2.71K | 0.05% | 305 |
|
|
2025
Q1 | $215K | Sell |
1,406
-11
| -0.8% | -$1.68K | 0.06% | 250 |
|
|
2024
Q4 | $212K | Sell |
1,417
-4
| -0.3% | -$598 | 0.05% | 260 |
|
|
2024
Q3 | $233K | Buy |
+1,421
| New | +$233K | 0.07% | 200 |
|
|
2021
Q3 | – | Sell |
-1,681
| Closed | -$202K | – | 291 |
|
|
2021
Q2 | $202K | Buy |
+1,681
| New | +$202K | 0.08% | 271 |
|
|
2021
Q1 | – | Sell |
-1,767
| Closed | -$207K | – | 258 |
|
|
2020
Q4 | $207K | Buy |
+1,767
| New | +$207K | 0.11% | 197 |
|