PWM
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PRW Wealth Management’s DaVita DVA Stock Holding History

PRW Wealth Management’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-25
Closed -$1K – 230
2019
Q1 		$1K Buy
25
+20
+400% +$1.11K ﹤0.01% 580
2018
Q4 		$0 Buy
+5
New +$320 ﹤0.01% 694

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