OneDigital Investment Advisors’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,310
| Closed | -$200K | – | 1465 |
|
|
2025
Q1 | $200K | Buy |
+1,310
| New | +$200K | ﹤0.01% | 1333 |
|
|
2019
Q3 | – | Sell |
-1,506
| Closed | -$85K | – | 661 |
|
|
2019
Q2 | $85K | Buy |
1,506
+1,275
| +552% | +$72K | 0.01% | 480 |
|
|
2019
Q1 | $13K | Sell |
231
-371
| -62% | -$20.9K | ﹤0.01% | 822 |
|
|
2018
Q4 | $31K | Sell |
602
-379
| -39% | -$19.5K | 0.01% | 560 |
|
|
2018
Q3 | $70K | Buy |
981
+5
| +0.5% | +$357 | 0.02% | 333 |
|
|
2018
Q2 | $68K | Sell |
976
-620
| -39% | -$43.2K | 0.01% | 420 |
|
|
2018
Q1 | $106K | Sell |
1,596
-225
| -12% | -$14.9K | 0.02% | 329 |
|
|
2017
Q4 | $132K | Buy |
1,821
+360
| +25% | +$26.1K | 0.02% | 291 |
|
|
2017
Q3 | $87K | Buy |
1,461
+750
| +105% | +$44.7K | 0.03% | 259 |
|
|
2017
Q2 | $46K | Buy |
+711
| New | +$46K | 0.01% | 495 |
|