Tradition Wealth Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-100
| Closed | -$10K | – | 603 |
|
|
2023
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 998 |
|
|
2023
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 1030 |
|
|
2023
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 1034 |
|
|
2023
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 1046 |
|
|
2022
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 971 |
|
|
2022
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 965 |
|
|
2022
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 864 |
|
|
2022
Q1 | $11K | Sell |
100
-11
| -10% | -$1.21K | ﹤0.01% | 871 |
|
|
2021
Q4 | $13K | Buy |
111
+11
| +11% | +$1.29K | ﹤0.01% | 837 |
|
|
2021
Q3 | $12K | Buy |
+100
| New | +$12K | ﹤0.01% | 861 |
|