SVB Wealth’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,444
| Closed | -$221K | – | 826 |
|
|
2025
Q1 | $221K | Buy |
+1,444
| New | +$221K | 0.01% | 299 |
|
|
2021
Q4 | – | Sell |
-2,669
| Closed | -$311K | – | 852 |
|
|
2021
Q3 | $311K | Sell |
2,669
-43
| -2% | -$5.01K | ﹤0.01% | 774 |
|
|
2021
Q2 | $326K | Sell |
2,712
-55
| -2% | -$6.61K | ﹤0.01% | 725 |
|
|
2021
Q1 | $298K | Sell |
2,767
-285
| -9% | -$30.7K | ﹤0.01% | 692 |
|
|
2020
Q4 | $358K | Sell |
3,052
-132
| -4% | -$15.5K | 0.01% | 563 |
|
|
2020
Q3 | $272K | Buy |
+3,184
| New | +$272K | ﹤0.01% | 547 |
|