Pathstone Family Office’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $336K | Buy |
+3,555
| New | +$336K | ﹤0.01% | 1241 |
|
|
2023
Q1 | – | Sell |
-3,085
| Closed | -$230K | – | 1282 |
|
|
2022
Q4 | $230K | Sell |
3,085
-6,605
| -68% | -$493K | ﹤0.01% | 1333 |
|
|
2022
Q3 | $801K | Buy |
+9,690
| New | +$801K | 0.01% | 854 |
|
|
2021
Q1 | – | Sell |
-32
| Closed | -$4K | – | 830 |
|
|
2020
Q4 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 955 |
|
|
2017
Q2 | – | Sell |
-20
| Closed | -$1K | – | 452 |
|
|
2017
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 450 |
|
|
2014
Q3 | – | Sell |
-125
| Closed | -$9K | – | 319 |
|
|
2014
Q2 | $9K | Buy |
+125
| New | +$9K | 0.03% | 96 |
|