Kelly Financial Services’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 |
-40
| Closed | -$5.54K | – | 277 |
|
|
2024
Q2 | $5.54K | Hold |
40
| – | – | ﹤0.01% | 487 |
|
|
2024
Q1 | $5.52K | Hold |
40
| – | – | ﹤0.01% | 486 |
|
|
2023
Q4 | $4.19K | Hold |
40
| – | – | ﹤0.01% | 491 |
|
|
2023
Q3 | $3.78K | Hold |
40
| – | – | ﹤0.01% | 482 |
|
|
2023
Q2 | $4.02K | Hold |
40
| – | – | ﹤0.01% | 475 |
|
|
2023
Q1 | $3.24K | Hold |
40
| – | – | ﹤0.01% | 474 |
|
|
2022
Q4 | $2.99K | Hold |
40
| – | – | ﹤0.01% | 462 |
|
|
2022
Q3 | $3.31K | Hold |
40
| – | – | ﹤0.01% | 448 |
|
|
2022
Q2 | $3.2K | Hold |
40
| – | – | ﹤0.01% | 452 |
|
|
2022
Q1 | $4.52K | Hold |
40
| – | – | ﹤0.01% | 444 |
|
|
2021
Q4 | $4.55K | Hold |
40
| – | – | ﹤0.01% | 454 |
|
|
2021
Q3 | $4.65K | Sell |
40
-4,777
| -99% | -$555K | ﹤0.01% | 427 |
|
|
2021
Q2 | $40K | Buy |
4,817
+4,777
| +11,943% | +$39.7K | ﹤0.01% | 479 |
|
|
2021
Q1 | $4.31K | Hold |
40
| – | – | ﹤0.01% | 415 |
|
|
2020
Q4 | $4.7K | Hold |
40
| – | – | ﹤0.01% | 369 |
|
|
2020
Q3 | $3.43K | Hold |
40
| – | – | ﹤0.01% | 380 |
|
|
2020
Q2 | $3.17K | Hold |
40
| – | – | ﹤0.01% | 388 |
|
|
2020
Q1 | $3.04K | Hold |
40
| – | – | ﹤0.01% | 351 |
|
|
2019
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 364 |
|
|
2019
Q3 | $2.28K | Hold |
40
| – | – | ﹤0.01% | 386 |
|
|
2019
Q2 | $2.25K | Hold |
40
| – | – | ﹤0.01% | 369 |
|
|
2019
Q1 | $2.17K | Buy |
+40
| New | +$2.17K | ﹤0.01% | 365 |
|