JWM
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JFG Wealth Management’s DaVita DVA Stock Holding History

JFG Wealth 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
2021
Q1 		– Sell
-2,074
Closed -$243K – 29
2020
Q4 		$243K Buy
+2,074
New +$243K 0.13% 41