PWS
Precision Wealth Strategies’s DaVita DVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,724
| Closed | -$417K | – | 180 |
|
|
2025
Q1 | $417K | Buy |
2,724
+297
| +12% | +$45.4K | 0.32% | 58 |
|
|
2024
Q4 | $363K | Sell |
2,427
-561
| -19% | -$83.9K | 0.28% | 85 |
|
|
2024
Q3 | $490K | Buy |
2,988
+57
| +2% | +$9.34K | 0.45% | 41 |
|
|
2024
Q2 | $406K | Buy |
+2,931
| New | +$406K | 0.42% | 48 |
|