Pekin Hardy Strauss’s DaVita DVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,325
Closed -$234K 310
2023
Q2
$234K Sell
2,325
-10,480
-82% -$1.05M 0.03% 266
2023
Q1
$1.04M Sell
12,805
-750
-6% -$60.8K 0.14% 134
2022
Q4
$1.01M Buy
+13,555
New +$1.01M 0.14% 144