True Wealth Design’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57K | Buy |
11
+1
| +10% | +$142 | ﹤0.01% | 1278 |
|
|
2025
Q1 | $1.53K | Buy |
10
+1
| +11% | +$153 | ﹤0.01% | 1105 |
|
|
2024
Q4 | $1.35K | Hold |
9
| – | – | ﹤0.01% | 847 |
|
|
2024
Q3 | $1.48K | Hold |
9
| – | – | ﹤0.01% | 867 |
|
|
2024
Q2 | $1.25K | Buy |
9
+2
| +29% | +$277 | ﹤0.01% | 460 |
|
|
2024
Q1 | $967 | Buy |
7
+3
| +75% | +$414 | ﹤0.01% | 475 |
|
|
2023
Q4 | $420 | Hold |
4
| – | – | ﹤0.01% | 511 |
|
|
2023
Q3 | $379 | Sell |
4
-1
| -20% | -$95 | ﹤0.01% | 491 |
|
|
2023
Q2 | $503 | Buy |
5
+1
| +25% | +$101 | ﹤0.01% | 437 |
|
|
2023
Q1 | $325 | Hold |
4
| – | – | ﹤0.01% | 633 |
|
|
2022
Q4 | $299 | Buy |
+4
| New | +$299 | ﹤0.01% | 583 |
|