Rockbridge Investment Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-80
| Closed | -$8.38K | – | 256 |
|
|
2023
Q4 | $8.38K | Buy |
+80
| New | +$8.38K | ﹤0.01% | 416 |
|
|
2022
Q3 | – | Sell |
-80
| Closed | -$6.4K | – | 243 |
|
|
2022
Q2 | $6.4K | Hold |
80
| – | – | ﹤0.01% | 426 |
|
|
2022
Q1 | $9.13K | Hold |
80
| – | – | ﹤0.01% | 527 |
|
|
2021
Q4 | $9K | Hold |
80
| – | – | ﹤0.01% | 581 |
|
|
2021
Q3 | $9K | Hold |
80
| – | – | ﹤0.01% | 528 |
|
|
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 | +$6K | ﹤0.01% | 470 |
|