SOA Wealth Advisors’s DaVita DVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11
| Closed | -$1K | – | 856 |
|
|
2022
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 845 |
|
|
2021
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 817 |
|
|
2021
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 834 |
|
|
2021
Q2 | $1K | Buy |
11
+3
| +38% | +$273 | ﹤0.01% | 814 |
|
|
2021
Q1 | $0 | Sell |
8
-35
| -81% | – | ﹤0.01% | 829 |
|
|
2020
Q4 | $4K | Buy |
+43
| New | +$4K | ﹤0.01% | 627 |
|