Meristem Family Wealth’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,072
| Closed | -$349K | – | 360 |
|
|
2021
Q4 | $349K | Hold |
3,072
| – | – | 0.03% | 280 |
|
|
2021
Q3 | $357K | Buy |
3,072
+622
| +25% | +$72.3K | 0.03% | 278 |
|
|
2021
Q2 | $295K | Hold |
2,450
| – | – | 0.05% | 255 |
|
|
2021
Q1 | $264K | Hold |
2,450
| – | – | 0.05% | 194 |
|
|
2020
Q4 | $288K | Hold |
2,450
| – | – | 0.06% | 180 |
|
|
2020
Q3 | $210K | Buy |
+2,450
| New | +$210K | 0.05% | 180 |
|