Lifeworks Advisors’s DaVita DVA Stock Holding History

Lifeworks Advisors’s Portfolio DVA Stock Details DVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$258K	Sell
2025 Q1	$278K	Sell
2024 Q4	$279K	Sell
2024 Q3	$442K	Sell
2024 Q2	$580K	Sell
2024 Q1	$663K	Sell
2023 Q4	$595K	Sell
2023 Q3	$568K	Buy
2023 Q2	$444K	Buy