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Cornerstone Planning Group’s DaVita DVA Stock Holding History

Cornerstone Planning Group’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 		$703 Buy
5
+3
+150% +$422 ﹤0.01% 1197
2025
Q1 		$278 Hold
2
– – ﹤0.01% 1430
2024
Q4 		$351 Buy
+2
New +$351 ﹤0.01% 1242