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ORG Wealth Partners’s DaVita DVA Stock Holding History

ORG Wealth Partners’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$25.2K Hold
172
– – 0.01% 391
2025
Q1 		$26.1K Sell
172
-331
-66% -$50.3K 0.01% 407
2024
Q4 		$75.2K Sell
503
-89
-15% -$13.3K 0.02% 212
2024
Q3 		$97K Buy
+592
New +$97K 0.03% 188