True Wealth Design’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.83K | Buy |
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|
2025
Q2 | $1.57K | Buy |
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|
2025
Q1 | $1.53K | Buy |
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|
2024
Q4 | $1.35K | Hold |
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|
2024
Q3 | $1.48K | Hold |
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|
2024
Q2 | $1.25K | Buy |
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|
2024
Q1 | $967 | Buy |
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|
2023
Q4 | $420 | Hold |
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|
2023
Q3 | $379 | Sell |
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|
2023
Q2 | $503 | Buy |
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|
2023
Q1 | $325 | Hold |
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|
2022
Q4 | $299 | Buy |
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