Tyler-Stone 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
Q3 | – | Sell |
-50
| Closed | -$6.93K | – | 450 |
|
|
2024
Q2 | $6.93K | Hold |
50
| – | – | ﹤0.01% | 687 |
|
|
2024
Q1 | $6.9K | Hold |
50
| – | – | ﹤0.01% | 687 |
|
|
2023
Q4 | $5.24K | Hold |
50
| – | – | ﹤0.01% | 700 |
|
|
2023
Q3 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 695 |
|
|
2022
Q1 | – | Sell |
-56
| Closed | -$6K | – | 831 |
|
|
2021
Q4 | $6K | Buy |
+56
| New | +$6K | ﹤0.01% | 665 |
|