Pathstone Family Office’s DaVita DVA Stock Holding History

Pathstone Family Office’s Portfolio DVA Stock Details DVA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$336K	Buy
2023 Q1	–	Sell
2022 Q4	$230K	Sell
2022 Q3	$801K	Buy
2021 Q1	–	Sell
2020 Q4	$4K	Buy
2017 Q2	–	Sell
2017 Q1	$1K	Buy
2014 Q3	–	Sell
2014 Q2	$9K	Buy