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Plante Moran Financial Advisors’s DaVita DVA Stock Holding History

Plante Moran Financial Advisors’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-28
Closed -$3K – 994
2022
Q1 		$3K Sell
28
-29
-51% -$3.26K ﹤0.01% 711
2021
Q4 		$6K Buy
57
+29
+104% +$3.12K ﹤0.01% 779
2021
Q3 		$3K Hold
28
– – ﹤0.01% 828
2021
Q2 		$3K Hold
28
– – ﹤0.01% 846
2021
Q1 		$3K Hold
28
– – ﹤0.01% 853
2020
Q4 		$3K Buy
+28
New +$2.85K ﹤0.01% 741

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