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Secure Asset Management’s DaVita DVA Stock Holding History

Secure Asset Management’s Portfolio DVA Stock Details DVA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,355
Closed -$207K – 315
2025
Q1 		$207K Sell
1,355
-34
-2% -$5.2K 0.04% 288
2024
Q4 		$208K Buy
+1,389
New +$208K 0.03% 303