Inspire Investing’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 |
-5,296
| Closed | -$868K | – | 833 |
|
|
2024
Q3 | $868K | Sell |
5,296
-312
| -6% | -$51.2K | 0.09% | 243 |
|
|
2024
Q2 | $777K | Sell |
5,608
-844
| -13% | -$117K | 0.09% | 257 |
|
|
2024
Q1 | $891K | Buy |
+6,452
| New | +$891K | 0.09% | 239 |
|
|
2021
Q3 | – | Sell |
-4,091
| Closed | -$493K | – | 835 |
|
|
2021
Q2 | $493K | Buy |
4,091
+365
| +10% | +$44K | 0.06% | 329 |
|
|
2021
Q1 | $402K | Buy |
3,726
+414
| +13% | +$44.7K | 0.06% | 400 |
|
|
2020
Q4 | $389K | Sell |
3,312
-923
| -22% | -$108K | 0.09% | 300 |
|
|
2020
Q3 | $363K | Sell |
4,235
-319
| -7% | -$27.3K | 0.1% | 201 |
|
|
2020
Q2 | $360K | Sell |
4,554
-154
| -3% | -$12.2K | 0.12% | 164 |
|
|
2020
Q1 | $358K | Sell |
4,708
-3,107
| -40% | -$236K | 0.14% | 175 |
|
|
2019
Q4 | $586K | Sell |
7,815
-1,734
| -18% | -$130K | 0.21% | 158 |
|
|
2019
Q3 | $545K | Buy |
9,549
+391
| +4% | +$22.3K | 0.21% | 150 |
|
|
2019
Q2 | $515K | Buy |
9,158
+722
| +9% | +$40.6K | 0.22% | 145 |
|
|
2019
Q1 | $458K | Buy |
8,436
+1,051
| +14% | +$57.1K | 0.21% | 164 |
|
|
2018
Q4 | $380K | Buy |
7,385
+1,037
| +16% | +$53.4K | 0.26% | 91 |
|
|
2018
Q3 | $455K | Buy |
6,348
+772
| +14% | +$55.3K | 0.28% | 79 |
|
|
2018
Q2 | $387K | Buy |
5,576
+1,869
| +50% | +$130K | 0.28% | 81 |
|
|
2018
Q1 | $244K | Buy |
3,707
+779
| +27% | +$51.3K | 0.25% | 119 |
|
|
2017
Q4 | $212K | Buy |
+2,928
| New | +$212K | 0.18% | 62 |
|