TCI Wealth Advisors’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-29
| Closed | -$2.35K | – | 772 |
|
|
2023
Q1 | $2.35K | Buy |
29
+1
| +4% | +$80 | ﹤0.01% | 1928 |
|
|
2022
Q4 | $2.09K | Sell |
28
-18
| -39% | -$1.4K | ﹤0.01% | 1964 |
|
|
2022
Q3 | $4K | Buy |
46
+4
| +10% | +$351 | ﹤0.01% | 1587 |
|
|
2022
Q2 | $3K | Sell |
42
-66
| -61% | -$6.68K | ﹤0.01% | 1779 |
|
|
2022
Q1 | $12K | Hold |
108
| – | – | ﹤0.01% | 971 |
|
|
2021
Q4 | $12K | Sell |
108
-1
| -0.9% | -$107 | ﹤0.01% | 1025 |
|
|
2021
Q3 | $13K | Buy |
109
+1
| +0.9% | +$125 | ﹤0.01% | 911 |
|
|
2021
Q2 | $13K | Buy |
108
+5
| +5% | +$592 | ﹤0.01% | 784 |
|
|
2021
Q1 | $11K | Buy |
103
+26
| +34% | +$2.89K | 0.01% | 804 |
|
|
2020
Q4 | $9K | Buy |
77
+19
| +33% | +$1.94K | ﹤0.01% | 671 |
|
|
2020
Q3 | $5K | Buy |
58
+23
| +66% | +$1.97K | ﹤0.01% | 759 |
|
|
2020
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 889 |
|
|
2020
Q1 | $3K | Buy |
35
+3
| +9% | +$236 | ﹤0.01% | 848 |
|
|
2019
Q4 | $2K | Buy |
32
+17
| +113% | +$1.13K | ﹤0.01% | 1126 |
|
|
2019
Q3 | $1K | Buy |
15
+9
| +150% | +$523 | ﹤0.01% | 1261 |
|
|
2019
Q2 | $0 | Sell |
6
-1
| -14% | -$52 | ﹤0.01% | 1453 |
|
|
2019
Q1 | $0 | Buy |
+7
| New | +$387 | ﹤0.01% | 1435 |
|
|
2018
Q4 | – | Sell |
-4
| Closed | – | – | 1486 |
|
|
2018
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1489 |
|
|
2018
Q2 | $0 | Buy |
+4
| New | +$267 | ﹤0.01% | 1525 |
|
|
2017
Q4 | – | Sell |
-172
| Closed | -$10K | – | 1386 |
|
|
2017
Q3 | $10K | Hold |
172
| – | – | ﹤0.01% | 594 |
|
|
2017
Q2 | $11K | Hold |
172
| – | – | 0.01% | 567 |
|
|
2017
Q1 | $12K | Buy |
+172
| New | +$11.4K | 0.01% | 538 |
|
|
2016
Q4 | – | Sell |
-178
| Closed | -$12K | – | 1380 |
|
|
2016
Q3 | $12K | Buy |
178
+16
| +10% | +$1.13K | 0.01% | 533 |
|
|
2016
Q2 | $13K | Buy |
162
+21
| +15% | +$1.59K | 0.01% | 498 |
|
|
2016
Q1 | $10K | Buy |
141
+10
| +8% | +$675 | 0.01% | 571 |
|
|
2015
Q4 | $9K | Buy |
131
+23
| +21% | +$1.69K | 0.01% | 600 |
|
|
2015
Q3 | $8K | Buy |
108
+39
| +57% | +$3.02K | ﹤0.01% | 550 |
|
|
2015
Q2 | $5K | Buy |
69
+35
| +103% | +$2.87K | ﹤0.01% | 638 |
|
|
2015
Q1 | $3K | Buy |
+34
| New | +$2.61K | ﹤0.01% | 655 |
|
Other funds holding DVA
