Next Financial Group’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $37K | Buy |
323
+11
| +4% | +$1.26K | ﹤0.01% | 1613 |
|
|
2021
Q3 | $36K | Sell |
312
-70
| -18% | -$8.08K | ﹤0.01% | 1555 |
|
|
2021
Q2 | $46K | Sell |
382
-113
| -23% | -$13.6K | ﹤0.01% | 1418 |
|
|
2021
Q1 | $53K | Sell |
495
-1,133
| -70% | -$121K | ﹤0.01% | 1253 |
|
|
2020
Q4 | $192K | Sell |
1,628
-791
| -33% | -$93.3K | 0.02% | 728 |
|
|
2020
Q3 | $207K | Sell |
2,419
-161
| -6% | -$13.8K | 0.02% | 607 |
|
|
2020
Q2 | $204K | Sell |
2,580
-747
| -22% | -$59.1K | 0.02% | 534 |
|
|
2020
Q1 | $253K | Buy |
3,327
+3,141
| +1,689% | +$239K | 0.03% | 473 |
|
|
2019
Q4 | $14K | Buy |
186
+125
| +205% | +$9.41K | ﹤0.01% | 1638 |
|
|
2019
Q3 | $4K | Hold |
61
| – | – | ﹤0.01% | 1943 |
|
|
2019
Q2 | $4K | Buy |
+61
| New | +$4K | ﹤0.01% | 1934 |
|
|
2019
Q1 | – | Sell |
-45
| Closed | -$2K | – | 1724 |
|
|
2018
Q4 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 1727 |
|
|
2017
Q2 | – | Sell |
-500
| Closed | -$35K | – | 1918 |
|
|
2017
Q1 | $35K | Sell |
500
-45
| -8% | -$3.15K | 0.01% | 833 |
|
|
2016
Q4 | $35K | Buy |
545
+200
| +58% | +$12.8K | 0.01% | 1099 |
|
|
2016
Q3 | $23K | Buy |
345
+45
| +15% | +$3K | ﹤0.01% | 1292 |
|
|
2016
Q2 | $23K | Hold |
300
| – | – | 0.01% | 917 |
|
|
2016
Q1 | $22K | Hold |
300
| – | – | 0.01% | 899 |
|
|
2015
Q4 | $20K | Hold |
300
| – | – | 0.01% | 913 |
|
|
2015
Q3 | $21K | Hold |
300
| – | – | 0.01% | 928 |
|
|
2015
Q2 | $23K | Hold |
300
| – | – | 0.01% | 942 |
|
|
2015
Q1 | $24K | Hold |
300
| – | – | 0.01% | 920 |
|
|
2014
Q4 | $23K | Hold |
300
| – | – | 0.01% | 920 |
|
|
2014
Q3 | $22K | Hold |
300
| – | – | ﹤0.01% | 1348 |
|
|
2014
Q2 | $22K | Buy |
+300
| New | +$22K | 0.01% | 565 |
|