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InceptionR’s DaVita DVA Stock Holding History

InceptionR’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
-4,777
Closed -$714K – 619
2024
Q4 		$714K Buy
+4,777
New +$714K 0.16% 248
2024
Q3 		– Sell
-6,523
Closed -$904K – 691
2024
Q2 		$904K Buy
+6,523
New +$904K 0.26% 125