Impact Partnership Wealth’s DaVita DVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,363	Closed	-$361K	–	314
2025 Q1	$361K	Buy	2,363 +422	+22%	+$64.6K	0.08%	154
2024 Q4	$290K	Buy	1,941 +70	+4%	+$10.5K	0.06%	206
2024 Q3	$307K	Buy	+1,871	New	+$307K	0.07%	169