SFP
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Sterling Financial Planning’s DaVita DVA Stock Holding History

Sterling Financial Planning’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-200
Closed -$23K – 183
2021
Q3 		$23K Hold
200
– – 0.01% 252
2021
Q2 		$24K Hold
200
– – 0.02% 239
2021
Q1 		$22K Hold
200
– – 0.02% 221
2020
Q4 		$23K Buy
+200
New +$23K 0.02% 203