Schubert & Co’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-43
| Closed | -$3.49K | – | 467 |
|
|
2023
Q1 | $3.49K | Buy |
43
+22
| +105% | +$1.79K | ﹤0.01% | 630 |
|
|
2022
Q4 | $1.57K | Sell |
21
-51
| -71% | -$3.81K | ﹤0.01% | 993 |
|
|
2022
Q3 | $6K | Buy |
72
+41
| +132% | +$3.42K | 0.01% | 335 |
|
|
2022
Q2 | $2K | Buy |
31
+6
| +24% | +$387 | ﹤0.01% | 743 |
|
|
2022
Q1 | $3K | Buy |
25
+9
| +56% | +$1.08K | ﹤0.01% | 263 |
|
|
2021
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 345 |
|