Newbridge Financial Services Group’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-35
| Closed | -$5.23K | – | 1071 |
|
|
2024
Q4 | $5.23K | Sell |
35
-2,855
| -99% | -$427K | ﹤0.01% | 860 |
|
|
2024
Q3 | $474K | Buy |
+2,890
| New | +$474K | 0.17% | 98 |
|
|
2024
Q2 | – | Sell |
-273
| Closed | -$37.7K | – | 1132 |
|
|
2024
Q1 | $37.7K | Sell |
273
-12
| -4% | -$1.66K | 0.02% | 456 |
|
|
2023
Q4 | $29.9K | Buy |
+285
| New | +$29.9K | 0.01% | 511 |
|
|
2021
Q2 | – | Sell |
-15
| Closed | -$2K | – | 1450 |
|
|
2021
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 1164 |
|
|
2020
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 954 |
|
|
2020
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 964 |
|