Principal Securities’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.5K | Buy |
383
+84
| +28% | +$12K | ﹤0.01% | 1822 |
|
|
2025
Q1 | $44.7K | Hold |
299
| – | – | ﹤0.01% | 1802 |
|
|
2024
Q4 | $44.7K | Sell |
299
-12
| -4% | -$1.8K | ﹤0.01% | 1801 |
|
|
2024
Q3 | $51K | Sell |
311
-3
| -1% | -$492 | ﹤0.01% | 1683 |
|
|
2024
Q2 | $43.5K | Buy |
314
+1
| +0.3% | +$139 | ﹤0.01% | 1684 |
|
|
2024
Q1 | $43.2K | Sell |
313
-38
| -11% | -$5.25K | ﹤0.01% | 1634 |
|
|
2023
Q4 | $36.8K | Buy |
+351
| New | +$36.8K | ﹤0.01% | 1620 |
|