Meritage Group’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 |
-2,230
| Closed | -$309K | – | 34 |
|
|
2024
Q2 | $309K | Buy |
2,230
+223
| +11% | +$30.9K | 0.01% | 34 |
|
|
2024
Q1 | $277K | Buy |
+2,007
| New | +$277K | 0.01% | 40 |
|
|
2022
Q4 | – | Sell |
-2,592
| Closed | -$215K | – | 48 |
|
|
2022
Q3 | $215K | Buy |
+2,592
| New | +$215K | 0.01% | 30 |
|
|
2017
Q1 | – | Sell |
-23,025
| Closed | -$1.48M | – | 36 |
|
|
2016
Q4 | $1.48M | Buy |
+23,025
| New | +$1.48M | 0.04% | 47 |
|