Spire Wealth Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7K | Buy |
110
+1
| +0.9% | +$142 | ﹤0.01% | 1590 |
|
|
2025
Q1 | $16.7K | Hold |
109
| – | – | ﹤0.01% | 1673 |
|
|
2024
Q4 | $16.3K | Buy |
+109
| New | +$16.3K | ﹤0.01% | 1687 |
|
|
2022
Q2 | – | Sell |
-292
| Closed | -$33K | – | 2691 |
|
|
2022
Q1 | $33K | Sell |
292
-9
| -3% | -$1.02K | ﹤0.01% | 1610 |
|
|
2021
Q4 | $34K | Buy |
301
+9
| +3% | +$1.02K | ﹤0.01% | 1900 |
|
|
2021
Q3 | $34K | Hold |
292
| – | – | ﹤0.01% | 1635 |
|
|
2021
Q2 | $35K | Buy |
+292
| New | +$35K | ﹤0.01% | 1637 |
|