JFS Wealth Advisors’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.84K | Sell |
48
-3
| -6% | -$427 | ﹤0.01% | 980 |
|
|
2025
Q1 | $7.8K | Buy |
51
+2
| +4% | +$306 | ﹤0.01% | 963 |
|
|
2024
Q4 | $7.33K | Hold |
49
| – | – | ﹤0.01% | 964 |
|
|
2024
Q3 | $8.03K | Sell |
49
-1
| -2% | -$164 | ﹤0.01% | 934 |
|
|
2024
Q2 | $6.93K | Buy |
50
+6
| +14% | +$831 | ﹤0.01% | 922 |
|
|
2024
Q1 | $6.08K | Buy |
44
+11
| +33% | +$1.52K | ﹤0.01% | 1032 |
|
|
2023
Q4 | $3.46K | Sell |
33
-30
| -48% | -$3.14K | ﹤0.01% | 1206 |
|
|
2023
Q3 | $5.96K | Buy |
63
+9
| +17% | +$851 | ﹤0.01% | 918 |
|
|
2023
Q2 | $5.43K | Buy |
54
+33
| +157% | +$3.32K | ﹤0.01% | 963 |
|
|
2023
Q1 | $1.7K | Sell |
21
-26
| -55% | -$2.11K | ﹤0.01% | 1423 |
|
|
2022
Q4 | $3.51K | Sell |
47
-17
| -27% | -$1.27K | ﹤0.01% | 1140 |
|
|
2022
Q3 | $5K | Buy |
64
+45
| +237% | +$3.52K | ﹤0.01% | 974 |
|
|
2022
Q2 | $2K | Sell |
19
-53
| -74% | -$5.58K | ﹤0.01% | 1306 |
|
|
2022
Q1 | $8K | Buy |
72
+46
| +177% | +$5.11K | ﹤0.01% | 858 |
|
|
2021
Q4 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 928 |
|