Sugarloaf Wealth Management’s DaVita DVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$8.08K Hold
54
﹤0.01% 526
2024
Q3
$8.85K Hold
54
﹤0.01% 516
2024
Q2
$7.48K Hold
54
﹤0.01% 506
2024
Q1
$7.46K Hold
54
﹤0.01% 512
2023
Q4
$5.66K Hold
54
﹤0.01% 538
2023
Q3
$5.11K Hold
54
﹤0.01% 535
2023
Q2
$5.43K Hold
54
﹤0.01% 540
2023
Q1
$4.38K Hold
54
﹤0.01% 555
2022
Q4
$4.03K Hold
54
﹤0.01% 605
2022
Q3
$5K Hold
54
﹤0.01% 604
2022
Q2
$4K Hold
54
﹤0.01% 615
2022
Q1
$6K Hold
54
﹤0.01% 538
2021
Q4
$6K Hold
54
﹤0.01% 564
2021
Q3
$6K Hold
54
﹤0.01% 580
2021
Q2
$7K Hold
54
﹤0.01% 550
2021
Q1
$6 Hold
54
﹤0.01% 565
2020
Q4
$6K Hold
54
﹤0.01% 522
2020
Q3
$5K Hold
54
﹤0.01% 514
2020
Q2
$4K Hold
54
﹤0.01% 543
2020
Q1
$4K Hold
54
﹤0.01% 534
2019
Q4
$4K Buy
+54
New +$4K ﹤0.01% 566