Valeo Financial Advisors’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-117
| Closed | -$13K | – | 777 |
|
|
2021
Q1 | $13K | Buy |
117
+23
| +24% | +$2.56K | ﹤0.01% | 1211 |
|
|
2020
Q4 | $11K | Hold |
94
| – | – | ﹤0.01% | 1145 |
|
|
2020
Q3 | $8K | Hold |
94
| – | – | ﹤0.01% | 1088 |
|
|
2020
Q2 | $7K | Sell |
94
-343
| -78% | -$25.5K | ﹤0.01% | 1322 |
|
|
2020
Q1 | $33K | Sell |
437
-417
| -49% | -$31.5K | ﹤0.01% | 709 |
|
|
2019
Q4 | $64K | Hold |
854
| – | – | 0.01% | 554 |
|
|
2019
Q3 | $49K | Hold |
854
| – | – | 0.01% | 601 |
|
|
2019
Q2 | $48K | Sell |
854
-300
| -26% | -$16.9K | 0.01% | 610 |
|
|
2019
Q1 | $63K | Hold |
1,154
| – | – | 0.01% | 510 |
|
|
2018
Q4 | $59K | Sell |
1,154
-6
| -0.5% | -$307 | 0.01% | 484 |
|
|
2018
Q3 | $78K | Buy |
1,160
+100
| +9% | +$6.72K | 0.01% | 458 |
|
|
2018
Q2 | $76K | Hold |
1,060
| – | – | 0.01% | 457 |
|
|
2018
Q1 | $70K | Hold |
1,060
| – | – | 0.01% | 431 |
|
|
2017
Q4 | $77K | Buy |
1,060
+1
| +0.1% | +$73 | 0.01% | 389 |
|
|
2017
Q3 | $63K | Buy |
+1,059
| New | +$63K | 0.01% | 366 |
|