IHT Wealth Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,048
| Closed | -$823K | – | 1108 |
|
|
2024
Q3 | $823K | Sell |
5,048
-238
| -5% | -$38.8K | 0.02% | 557 |
|
|
2024
Q2 | $733K | Buy |
5,286
+340
| +7% | +$47.1K | 0.03% | 516 |
|
|
2024
Q1 | $683K | Buy |
4,946
+1,672
| +51% | +$231K | 0.03% | 537 |
|
|
2023
Q4 | $343K | Buy |
+3,274
| New | +$343K | 0.02% | 719 |
|
|
2018
Q2 | – | Sell |
-1,020
| Closed | -$65K | – | 659 |
|
|
2018
Q1 | $65K | Sell |
1,020
-16
| -2% | -$1.02K | 0.02% | 597 |
|
|
2017
Q4 | $78K | Buy |
1,036
+145
| +16% | +$10.9K | 0.02% | 560 |
|
|
2017
Q3 | $48K | Buy |
+891
| New | +$48K | 0.02% | 532 |
|