IEQ Capital’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,707
| Closed | -$255K | – | 1645 |
|
|
2024
Q4 | $255K | Sell |
1,707
-3,288
| -66% | -$492K | ﹤0.01% | 1090 |
|
|
2024
Q3 | $819K | Buy |
4,995
+336
| +7% | +$55.1K | 0.01% | 596 |
|
|
2024
Q2 | $646K | Buy |
4,659
+154
| +3% | +$21.3K | 0.01% | 584 |
|
|
2024
Q1 | $622K | Buy |
4,505
+1,829
| +68% | +$252K | 0.01% | 570 |
|
|
2023
Q4 | $280K | Sell |
2,676
-1,202
| -31% | -$126K | ﹤0.01% | 745 |
|
|
2023
Q3 | $367K | Buy |
+3,878
| New | +$367K | 0.01% | 662 |
|
|
2023
Q2 | – | Sell |
-3,299
| Closed | -$268K | – | 920 |
|
|
2023
Q1 | $268K | Buy |
+3,299
| New | +$268K | 0.01% | 752 |
|