Wealthcare Advisory Partners’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 |
-141
| Closed | -$15K | – | 875 |
|
|
2021
Q1 | $15K | Buy |
+141
| New | +$15K | ﹤0.01% | 1309 |
|
|
2020
Q2 | – | Sell |
-141
| Closed | -$11K | – | 575 |
|
|
2020
Q1 | $11K | Sell |
141
-11
| -7% | -$858 | ﹤0.01% | 896 |
|
|
2019
Q4 | $11K | Hold |
152
| – | – | ﹤0.01% | 907 |
|
|
2019
Q3 | $9K | Buy |
152
+125
| +463% | +$7.4K | ﹤0.01% | 941 |
|
|
2019
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 1178 |
|
|
2019
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 1144 |
|
|
2018
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 1130 |
|
|
2018
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 1113 |
|
|
2018
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 1112 |
|
|
2018
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 950 |
|
|
2017
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 912 |
|
|
2017
Q3 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 760 |
|