Cornerstone Planning Group’s DaVita DVA Stock Holding History

Cornerstone Planning Group’s Portfolio DVA Stock Details DVA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$786	Buy
2025 Q4	$424	Sell
2025 Q3	$1.38K	Buy
2025 Q2	$703	Buy
2025 Q1	$278	Hold
2024 Q4	$351	Buy