VisionPoint Advisory Group’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 |
-35
| Closed | -$4.85K | – | 386 |
|
|
2024
Q2 | $4.85K | Hold |
35
| – | – | ﹤0.01% | 559 |
|
|
2024
Q1 | $4.83K | Hold |
35
| – | – | ﹤0.01% | 547 |
|
|
2023
Q4 | $3.67K | Hold |
35
| – | – | ﹤0.01% | 537 |
|
|
2023
Q3 | $3.31K | Hold |
35
| – | – | ﹤0.01% | 547 |
|
|
2023
Q2 | $3.52K | Buy |
+35
| New | +$3.52K | ﹤0.01% | 473 |
|