RIM
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Rockbridge Investment Management’s DaVita DVA Stock Holding History

Rockbridge Investment Management’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
2024
Q1 		– Sell
-80
Closed -$8.38K – 256
2023
Q4 		$8.38K Buy
+80
New +$7.39K ﹤0.01% 416
2022
Q3 		– Sell
-80
Closed -$6.4K – 245
2022
Q2 		$6.4K Hold
80
– – ﹤0.01% 431
2022
Q1 		$9.13K Hold
80
– – ﹤0.01% 529
2021
Q4 		$9K Hold
80
– – ﹤0.01% 583
2021
Q3 		$9K Hold
80
– – ﹤0.01% 530
2021
Q2 		$10K Hold
80
– – ﹤0.01% 528
2021
Q1 		$9K Hold
80
– – ﹤0.01% 517
2020
Q4 		$9K Hold
80
– – ﹤0.01% 510
2020
Q3 		$7K Hold
80
– – ﹤0.01% 498
2020
Q2 		$6K Buy
+80
New +$6.25K ﹤0.01% 470

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