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GeoWealth Management’s DaVita DVA Stock Holding History

GeoWealth 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
Q1 		– Sell
-525
Closed -$78.5K – 1255
2024
Q4 		$78.5K Buy
525
+123
+31% +$18.4K ﹤0.01% 1031
2024
Q3 		$65.9K Buy
+402
New +$65.9K ﹤0.01% 998