SWA
Sutton Wealth Advisors’s DaVita DVA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $189 | Hold |
2
| – | – | ﹤0.01% | 840 |
|
2023
Q2 | $201 | Hold |
2
| – | – | ﹤0.01% | 833 |
|
2023
Q1 | $162 | Sell |
2
-6
| -75% | -$486 | ﹤0.01% | 790 |
|
2022
Q4 | $597 | Sell |
8
-23
| -74% | -$1.72K | ﹤0.01% | 1453 |
|
2022
Q3 | $2.57K | Hold |
31
| – | – | ﹤0.01% | 1159 |
|
2022
Q2 | $2.48K | Hold |
31
| – | – | ﹤0.01% | 1150 |
|
2022
Q1 | $3.51K | Hold |
31
| – | – | ﹤0.01% | 1123 |
|
2021
Q4 | $3.53K | Hold |
31
| – | – | ﹤0.01% | 1122 |
|
2021
Q3 | $3.6K | Hold |
31
| – | – | ﹤0.01% | 1100 |
|
2021
Q2 | $3.73K | Hold |
31
| – | – | ﹤0.01% | 1088 |
|
2021
Q1 | $3.34K | Hold |
31
| – | – | ﹤0.01% | 1069 |
|
2020
Q4 | $3.64K | Hold |
31
| – | – | ﹤0.01% | 1027 |
|
2020
Q3 | $2.66K | Hold |
31
| – | – | ﹤0.01% | 1037 |
|
2020
Q2 | $2.45K | Hold |
31
| – | – | ﹤0.01% | 1038 |
|
2020
Q1 | $2.36K | Hold |
31
| – | – | ﹤0.01% | 1017 |
|
2019
Q4 | $2.33K | Hold |
31
| – | – | ﹤0.01% | 1043 |
|
2019
Q3 | $1.77K | Hold |
31
| – | – | ﹤0.01% | 1069 |
|
2019
Q2 | $1.74K | Sell |
31
-22
| -42% | -$1.24K | ﹤0.01% | 1068 |
|
2019
Q1 | $2.88K | Buy |
53
+41
| +342% | +$2.23K | ﹤0.01% | 1006 |
|
2018
Q4 | $618 | Hold |
12
| – | – | ﹤0.01% | 1076 |
|
2018
Q3 | $860 | Hold |
12
| – | – | ﹤0.01% | 1051 |
|
2018
Q2 | $833 | Hold |
12
| – | – | ﹤0.01% | 1069 |
|
2018
Q1 | $791 | Hold |
12
| – | – | ﹤0.01% | 1066 |
|
2017
Q4 | $867 | Hold |
12
| – | – | ﹤0.01% | 1017 |
|
2017
Q3 | $713 | Hold |
12
| – | – | ﹤0.01% | 1014 |
|
2017
Q2 | $777 | Hold |
12
| – | – | ﹤0.01% | 1010 |
|
2017
Q1 | $816 | Hold |
12
| – | – | ﹤0.01% | 987 |
|
2016
Q4 | $770 | Buy |
+12
| New | +$770 | ﹤0.01% | 981 |
|