Summit Securities Group’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99K | Buy |
+28
| New | +$3.99K | ﹤0.01% | 863 |
|
|
2023
Q3 | – | Sell |
-72
| Closed | -$7K | – | 517 |
|
|
2023
Q2 | $7K | Sell |
72
-37
| -34% | -$3.6K | ﹤0.01% | 667 |
|
|
2023
Q1 | $9K | Sell |
109
-3,959
| -97% | -$327K | ﹤0.01% | 552 |
|
|
2022
Q4 | $304K | Buy |
4,068
+4,035
| +12,227% | +$302K | 0.01% | 221 |
|
|
2022
Q3 | $3K | Sell |
33
-95
| -74% | -$8.64K | ﹤0.01% | 629 |
|
|
2022
Q2 | $10K | Buy |
128
+103
| +412% | +$8.05K | ﹤0.01% | 633 |
|
|
2022
Q1 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 777 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 418 |
|
|
2017
Q2 | – | Sell |
-12,104
| Closed | -$823K | – | 223 |
|
|
2017
Q1 | $823K | Buy |
+12,104
| New | +$823K | 0.24% | 80 |
|