CWM
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Copia Wealth Management’s DaVita DVA Stock Holding History

Copia Wealth Management’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$28.8K Hold
202
– – 0.02% 207
2025
Q1 		$30.9K Hold
202
– – 0.03% 191
2024
Q4 		$30.2K Buy
+202
New +$30.2K 0.03% 177