Basepoint Wealth LLC’s DaVita DVA Stock Holding History

Basepoint Wealth LLC’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
2025 Q2	–	Sell
2025 Q1	$268K	Sell
2024 Q4	$396K	Sell
2024 Q3	$758K	Sell
2024 Q2	$840K	Sell
2024 Q1	$1.1M	Sell
2023 Q4	$919K	Buy
2023 Q3	$662K	Buy
2023 Q2	$563K	Buy
2023 Q1	$341K	Buy