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Optimize Financial’s DaVita DVA Stock Holding History

Optimize Financial’s Portfolio DVA Stock Details DVA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,469
Closed -$220K – 241
2024
Q4 		$220K Buy
+1,469
New +$220K 0.16% 198