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Measured Wealth Private Client Group’s DaVita DVA Stock Holding History

Measured Wealth Private Client Group’s Portfolio DVA Stock Details DVA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,221
Closed -$493K – 185
2025
Q1 		$493K Buy
3,221
+732
+29% +$112K 0.16% 93
2024
Q4 		$372K Buy
2,489
+826
+50% +$124K 0.12% 111
2024
Q3 		$273K Buy
+1,663
New +$273K 0.09% 144