Kingswood Wealth Advisors’s DaVita DVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,489
Closed -$244K 825
2024
Q3
$244K Buy
+1,489
New +$244K 0.02% 626
2024
Q1
Sell
-27,027
Closed -$200 639
2023
Q4
$200 Buy
+27,027
New +$200 ﹤0.01% 638