Prospera Financial Services’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $512K | Buy |
3,591
+779
| +28% | +$111K | 0.01% | 896 |
|
2025
Q1 | $430K | Buy |
+2,812
| New | +$430K | 0.01% | 842 |
|
2022
Q2 | – | Sell |
-22
| Closed | -$2K | – | 1864 |
|
2022
Q1 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 2462 |
|
2021
Q3 | – | Sell |
-1,720
| Closed | -$207K | – | 805 |
|
2021
Q2 | $207K | Buy |
+1,720
| New | +$207K | 0.01% | 757 |
|
2021
Q1 | – | Sell |
-1,768
| Closed | -$208K | – | 748 |
|
2020
Q4 | $208K | Buy |
1,768
+1,746
| +7,936% | +$205K | 0.01% | 634 |
|
2020
Q3 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 1449 |
|