TD Private Client 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 | $61.4K | Sell |
431
-5,272
| -92% | -$751K | ﹤0.01% | 812 |
|
|
2025
Q1 | $872K | Buy |
5,703
+1,015
| +22% | +$155K | 0.02% | 371 |
|
|
2024
Q4 | $701K | Buy |
4,688
+4,392
| +1,484% | +$657K | 0.02% | 410 |
|
|
2024
Q3 | $48.5K | Sell |
296
-2
| -0.7% | -$328 | ﹤0.01% | 831 |
|
|
2024
Q2 | $41.3K | Buy |
298
+3
| +1% | +$416 | ﹤0.01% | 843 |
|
|
2024
Q1 | $40.7K | Sell |
295
-8
| -3% | -$1.1K | ﹤0.01% | 849 |
|
|
2023
Q4 | $31.7K | Buy |
303
+91
| +43% | +$9.53K | ﹤0.01% | 889 |
|
|
2023
Q3 | $20K | Sell |
212
-250
| -54% | -$23.6K | ﹤0.01% | 932 |
|
|
2023
Q2 | $46.4K | Buy |
462
+72
| +18% | +$7.23K | ﹤0.01% | 794 |
|
|
2023
Q1 | $31.6K | Buy |
390
+12
| +3% | +$973 | ﹤0.01% | 861 |
|
|
2022
Q4 | $28.2K | Buy |
378
+173
| +84% | +$12.9K | ﹤0.01% | 859 |
|
|
2022
Q3 | $17K | Sell |
205
-8
| -4% | -$662 | ﹤0.01% | 936 |
|
|
2022
Q2 | $17K | Sell |
213
-21
| -9% | -$1.68K | ﹤0.01% | 943 |
|
|
2022
Q1 | $26.5K | Sell |
234
-52
| -18% | -$5.88K | ﹤0.01% | 895 |
|
|
2021
Q4 | $32.5K | Sell |
286
-1
| -0.3% | -$114 | ﹤0.01% | 801 |
|
|
2021
Q3 | $33.4K | Hold |
287
| – | – | ﹤0.01% | 794 |
|
|
2021
Q2 | $34.6K | Hold |
287
| – | – | ﹤0.01% | 788 |
|
|
2021
Q1 | $30.9K | Sell |
287
-21
| -7% | -$2.26K | ﹤0.01% | 773 |
|
|
2020
Q4 | $36.2K | Hold |
308
| – | – | ﹤0.01% | 704 |
|
|
2020
Q3 | $26.4K | Sell |
308
-3
| -1% | -$257 | ﹤0.01% | 700 |
|
|
2020
Q2 | $24.6K | Buy |
311
+62
| +25% | +$4.91K | ﹤0.01% | 700 |
|
|
2020
Q1 | $18.9K | Buy |
249
+20
| +9% | +$1.52K | ﹤0.01% | 689 |
|
|
2019
Q4 | $17.2K | Buy |
+229
| New | +$17.2K | ﹤0.01% | 716 |
|