John W. Brooker & Co’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-3,266
| Closed | -$453K | – | 77 |
|
2024
Q2 | $453K | Hold |
3,266
| – | – | 0.23% | 57 |
|
2024
Q1 | $451K | Hold |
3,266
| – | – | 0.24% | 55 |
|
2023
Q4 | $342K | Hold |
3,266
| – | – | 0.2% | 57 |
|
2023
Q3 | $309K | Hold |
3,266
| – | – | 0.2% | 56 |
|
2023
Q2 | $328K | Hold |
3,266
| – | – | 0.21% | 56 |
|
2023
Q1 | $276K | Hold |
3,266
| – | – | 0.18% | 55 |
|
2022
Q4 | $244K | Hold |
3,266
| – | – | 0.16% | 56 |
|
2022
Q3 | $270K | Hold |
3,266
| – | – | 0.17% | 51 |
|
2022
Q2 | $261K | Hold |
3,266
| – | – | 0.16% | 46 |
|
2022
Q1 | $369K | Hold |
3,266
| – | – | 0.2% | 41 |
|
2021
Q4 | $372K | Hold |
3,266
| – | – | 0.19% | 43 |
|
2021
Q3 | $380K | Hold |
3,266
| – | – | 0.21% | 39 |
|
2021
Q2 | $393K | Hold |
3,266
| – | – | 0.23% | 37 |
|
2021
Q1 | $352K | Hold |
3,266
| – | – | 0.22% | 39 |
|
2020
Q4 | $383K | Hold |
3,266
| – | – | 0.25% | 35 |
|
2020
Q3 | $280K | Hold |
3,266
| – | – | 0.2% | 41 |
|
2020
Q2 | $258K | Hold |
3,266
| – | – | 0.18% | 43 |
|
2020
Q1 | $248K | Hold |
3,266
| – | – | 0.18% | 44 |
|
2019
Q4 | $245K | Buy |
+3,266
| New | +$245K | 0.16% | 47 |
|