Patriot Financial Group Insurance Agency’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1
| Closed | – | – | 1345 |
|
|
2019
Q3 | $0 | Sell |
1
-10
| -91% | – | ﹤0.01% | 1337 |
|
|
2019
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 1219 |
|
|
2019
Q1 | $1K | Buy |
11
+10
| +1,000% | +$909 | ﹤0.01% | 1096 |
|
|
2018
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1054 |
|
|
2018
Q3 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 897 |
|