OneDigital Investment Advisors’s DaVita DVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,310	Closed	-$200K	–	1466
2025 Q1	$200K	Buy	+1,310	New	+$206K	﹤0.01%	1333
2019 Q3	–	Sell	-1,506	Closed	-$85K	–	701
2019 Q2	$85K	Buy	1,506 +1,275	+552%	+$66.1K	0.01%	480
2019 Q1	$13K	Sell	231 -371	-62%	-$20.5K	﹤0.01%	822
2018 Q4	$31K	Sell	602 -379	-39%	-$24.3K	0.01%	560
2018 Q3	$70K	Buy	981 +5	+0.5%	+$353	0.02%	333
2018 Q2	$68K	Sell	976 -620	-39%	-$41.4K	0.01%	420
2018 Q1	$106K	Sell	1,596 -225	-12%	-$16.5K	0.02%	329
2017 Q4	$132K	Buy	1,821 +360	+25%	+$22.2K	0.02%	291
2017 Q3	$87K	Buy	1,461 +750	+105%	+$45.1K	0.03%	259
2017 Q2	$46K	Buy	+711	New	+$47.1K	0.01%	495