Personal CFO Solutions’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,829
| Closed | -$300K | – | 497 |
|
|
2024
Q3 | $300K | Sell |
1,829
-29
| -2% | -$4.75K | 0.04% | 425 |
|
|
2024
Q2 | $257K | Buy |
1,858
+11
| +0.6% | +$1.52K | 0.04% | 431 |
|
|
2024
Q1 | $255K | Buy |
+1,847
| New | +$255K | 0.04% | 442 |
|
|
2021
Q4 | – | Sell |
-5,050
| Closed | -$587K | – | 483 |
|
|
2021
Q3 | $587K | Sell |
5,050
-30
| -0.6% | -$3.49K | 0.12% | 167 |
|
|
2021
Q2 | $612K | Buy |
5,080
+301
| +6% | +$36.3K | 0.13% | 160 |
|
|
2021
Q1 | $515K | Sell |
4,779
-2,061
| -30% | -$222K | 0.11% | 167 |
|
|
2020
Q4 | $803K | Sell |
6,840
-3,061
| -31% | -$359K | 0.2% | 105 |
|
|
2020
Q3 | $1K | Sell |
9,901
-252
| -2% | -$25 | 0.33% | 70 |
|
|
2020
Q2 | $804K | Buy |
10,153
+23
| +0.2% | +$1.82K | 0.24% | 87 |
|
|
2020
Q1 | $770K | Buy |
10,130
+2,449
| +32% | +$186K | 0.28% | 81 |
|
|
2019
Q4 | $576K | Buy |
+7,681
| New | +$576K | 0.17% | 130 |
|