TD Ameritrade Investment Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-223
| Closed | -$17K | – | 599 |
|
|
2022
Q4 | $17K | Buy |
+223
| New | +$17K | ﹤0.01% | 338 |
|
|
2022
Q3 | – | Sell |
-533
| Closed | -$43K | – | 599 |
|
|
2022
Q2 | $43K | Sell |
533
-318
| -37% | -$25.7K | ﹤0.01% | 315 |
|
|
2022
Q1 | $96K | Buy |
851
+33
| +4% | +$3.72K | ﹤0.01% | 296 |
|
|
2021
Q4 | $93K | Buy |
+818
| New | +$93K | ﹤0.01% | 299 |
|
|
2021
Q3 | – | Sell |
-733
| Closed | -$88K | – | 659 |
|
|
2021
Q2 | $88K | Buy |
733
+283
| +63% | +$34K | ﹤0.01% | 292 |
|
|
2021
Q1 | $53K | Hold |
450
| – | – | ﹤0.01% | 326 |
|
|
2020
Q4 | $53K | Buy |
+450
| New | +$53K | ﹤0.01% | 326 |
|