Liberty Wealth Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-298
| Closed | -$35K | – | 1090 |
|
|
2021
Q1 | $35K | Hold |
298
| – | – | 0.02% | 349 |
|
|
2020
Q4 | $35K | Sell |
298
-85
| -22% | -$9.98K | 0.02% | 347 |
|
|
2020
Q3 | $33K | Sell |
383
-29
| -7% | -$2.5K | 0.02% | 310 |
|
|
2020
Q2 | $33K | Sell |
412
-6
| -1% | -$481 | 0.02% | 293 |
|
|
2020
Q1 | $32K | Buy |
+418
| New | +$32K | 0.03% | 270 |
|