Trifecta Capital Advisors’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8
| Closed | -$1.11K | – | 423 |
|
|
2024
Q1 | $1.11K | Hold |
8
| – | – | ﹤0.01% | 366 |
|
|
2023
Q4 | $839 | Hold |
8
| – | – | ﹤0.01% | 407 |
|
|
2023
Q3 | $757 | Hold |
8
| – | – | ﹤0.01% | 393 |
|
|
2023
Q2 | $804 | Hold |
8
| – | – | ﹤0.01% | 387 |
|
|
2023
Q1 | $649 | Hold |
8
| – | – | ﹤0.01% | 402 |
|
|
2022
Q4 | $597 | Buy |
+8
| New | +$597 | ﹤0.01% | 420 |
|