Virtus Investment Advisers’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,058
| Closed | -$158K | – | 533 |
|
|
2024
Q4 | $158K | Sell |
1,058
-695
| -40% | -$104K | 0.12% | 219 |
|
|
2024
Q3 | $287K | Sell |
1,753
-628
| -26% | -$103K | 0.23% | 143 |
|
|
2024
Q2 | $330K | Sell |
2,381
-943
| -28% | -$131K | 0.28% | 112 |
|
|
2024
Q1 | $459K | Sell |
3,324
-285
| -8% | -$39.3K | 0.33% | 97 |
|
|
2023
Q4 | $378K | Buy |
3,609
+660
| +22% | +$69.1K | 0.28% | 112 |
|
|
2023
Q3 | $279K | Sell |
2,949
-344
| -10% | -$32.5K | 0.19% | 134 |
|
|
2023
Q2 | $331K | Buy |
+3,293
| New | +$331K | 0.22% | 122 |
|
|
2018
Q1 | – | Sell |
-639
| Closed | -$46K | – | 130 |
|
|
2017
Q4 | $46K | Sell |
639
-48
| -7% | -$3.46K | 0.01% | 498 |
|
|
2017
Q3 | $41K | Sell |
687
-76
| -10% | -$4.54K | ﹤0.01% | 496 |
|
|
2017
Q2 | $49K | Buy |
763
+16
| +2% | +$1.03K | ﹤0.01% | 497 |
|
|
2017
Q1 | $51K | Buy |
+747
| New | +$51K | ﹤0.01% | 466 |
|
|
2016
Q4 | – | Sell |
-3,518
| Closed | -$232K | – | 488 |
|
|
2016
Q3 | $232K | Buy |
+3,518
| New | +$232K | 0.01% | 430 |
|