Tacita Capital’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.5K | Hold |
600
| – | – | 0.05% | 107 |
|
|
2025
Q1 | $91.8K | Sell |
600
-650
| -52% | -$99.4K | 0.07% | 101 |
|
|
2024
Q4 | $187K | Hold |
1,250
| – | – | 0.13% | 81 |
|
|
2024
Q3 | $205K | Hold |
1,250
| – | – | 0.13% | 82 |
|
|
2024
Q2 | $173K | Hold |
1,250
| – | – | 0.12% | 86 |
|
|
2024
Q1 | $173K | Hold |
1,250
| – | – | 0.12% | 93 |
|
|
2023
Q4 | $131K | Hold |
1,250
| – | – | 0.1% | 96 |
|
|
2023
Q3 | $118K | Buy |
+1,250
| New | +$118K | 0.09% | 97 |
|