IFG Advisory’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,820
| Closed | -$207K | – | 504 |
|
|
2021
Q4 | $207K | Hold |
1,820
| – | – | 0.02% | 471 |
|
|
2021
Q3 | $211K | Sell |
1,820
-506
| -22% | -$58.7K | 0.02% | 455 |
|
|
2021
Q2 | $280K | Sell |
2,326
-2,502
| -52% | -$301K | 0.03% | 403 |
|
|
2021
Q1 | $520K | Sell |
4,828
-103
| -2% | -$11.1K | 0.06% | 289 |
|
|
2020
Q4 | $578K | Sell |
4,931
-103
| -2% | -$12.1K | 0.08% | 244 |
|
|
2020
Q3 | $431K | Sell |
5,034
-44
| -0.9% | -$3.77K | 0.07% | 255 |
|
|
2020
Q2 | $401K | Hold |
5,078
| – | – | 0.07% | 247 |
|
|
2020
Q1 | $386K | Sell |
5,078
-50
| -1% | -$3.8K | 0.09% | 226 |
|
|
2019
Q4 | $384K | Hold |
5,128
| – | – | 0.07% | 273 |
|
|
2019
Q3 | $292K | Buy |
5,128
+1,039
| +25% | +$59.2K | 0.06% | 309 |
|
|
2019
Q2 | $230K | Buy |
+4,089
| New | +$230K | 0.04% | 311 |
|
|
2018
Q4 | – | Sell |
-3,068
| Closed | -$219K | – | 330 |
|
|
2018
Q3 | $219K | Hold |
3,068
| – | – | 0.04% | 346 |
|
|
2018
Q2 | $213K | Buy |
+3,068
| New | +$213K | 0.04% | 330 |
|