LFA
Legacy Financial Advisors’s DaVita DVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,254
| Closed | -$206K | – | 352 |
|
|
2024
Q3 | $206K | Buy |
+1,254
| New | +$206K | 0.03% | 341 |
|
|
2019
Q2 | – | Sell |
-1,222
| Closed | -$66K | – | 329 |
|
|
2019
Q1 | $66K | Hold |
1,222
| – | – | 0.02% | 230 |
|
|
2018
Q4 | $63K | Sell |
1,222
-17
| -1% | -$876 | 0.02% | 198 |
|
|
2018
Q3 | $88K | Hold |
1,239
| – | – | 0.03% | 184 |
|
|
2018
Q2 | $89K | Buy |
1,239
+17
| +1% | +$1.22K | 0.03% | 182 |
|
|
2018
Q1 | $77K | Sell |
1,222
-3,009
| -71% | -$190K | 0.03% | 196 |
|
|
2017
Q4 | $305K | Buy |
+4,231
| New | +$305K | 0.13% | 74 |
|