Parisi Gray Wealth Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-417
| Closed | -$50K | – | 253 |
|
|
2021
Q2 | $50K | Buy |
+417
| New | +$50K | 0.02% | 298 |
|
|
2019
Q2 | – | Sell |
-1,008
| Closed | -$55K | – | 207 |
|
|
2019
Q1 | $55K | Sell |
1,008
-750
| -43% | -$40.9K | 0.04% | 210 |
|
|
2018
Q4 | $89K | Sell |
1,758
-1,000
| -36% | -$50.6K | 0.06% | 139 |
|
|
2018
Q3 | $196K | Hold |
2,758
| – | – | 0.12% | 101 |
|
|
2018
Q2 | $194K | Hold |
2,758
| – | – | 0.13% | 102 |
|
|
2018
Q1 | $177K | Hold |
2,758
| – | – | 0.14% | 102 |
|
|
2017
Q4 | $200K | Buy |
+2,758
| New | +$200K | 0.15% | 100 |
|