Colonial Trust’s DaVita DVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,300	Closed	-$105K	–	946
2023 Q1	$105K	Buy	1,300 +600	+86%	+$48.7K	0.03%	329
2022 Q4	$52.3K	Buy	+700	New	+$52.3K	0.01%	432