WR Wealth Planners’s DaVita DVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4
Closed -$554 1157
2024
Q2
$554 Buy
4
+1
+33% +$139 ﹤0.01% 1009
2024
Q1
$414 Buy
+3
New +$414 ﹤0.01% 1053