Sound Income Strategies’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-100
| Closed | -$10.8K | – | 911 |
|
2021
Q1 | $10.8K | Hold |
100
| – | – | ﹤0.01% | 469 |
|
2020
Q4 | $12K | Hold |
100
| – | – | ﹤0.01% | 415 |
|
2020
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 427 |
|
2020
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 421 |
|
2020
Q1 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 369 |
|
2018
Q3 | – | Sell |
-1
| Closed | – | – | 728 |
|
2018
Q2 | $0 | Sell |
1
-52
| -98% | – | ﹤0.01% | 656 |
|
2018
Q1 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 435 |
|