Sargent Bickham Lagudis’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $22.4K | Hold |
300
| – | – | ﹤0.01% | 580 |
|
|
2022
Q3 | $25K | Hold |
300
| – | – | ﹤0.01% | 534 |
|
|
2022
Q2 | $24K | Sell |
300
-16
| -5% | -$1.28K | ﹤0.01% | 553 |
|
|
2022
Q1 | $36K | Hold |
316
| – | – | ﹤0.01% | 514 |
|
|
2021
Q4 | $36K | Hold |
316
| – | – | ﹤0.01% | 507 |
|
|
2021
Q3 | $37K | Hold |
316
| – | – | ﹤0.01% | 504 |
|
|
2021
Q2 | $38K | Buy |
316
+16
| +5% | +$1.92K | ﹤0.01% | 501 |
|
|
2021
Q1 | $32K | Hold |
300
| – | – | ﹤0.01% | 511 |
|
|
2020
Q4 | $35K | Buy |
+300
| New | +$35K | ﹤0.01% | 471 |
|
|
2016
Q3 | – | Sell |
-390
| Closed | -$43K | – | 735 |
|
|
2016
Q2 | $43K | Hold |
390
| – | – | 0.01% | 360 |
|
|
2016
Q1 | $43K | Buy |
+390
| New | +$43K | 0.01% | 381 |
|