Bank of Montreal’s Dave Inc DAVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,736
| Closed | -$542K | – | 3535 |
|
|
2024
Q2 | $542K | Buy |
+13,736
| New | +$542K | ﹤0.01% | 2102 |
|
|
2023
Q1 | – | Sell |
-313
| Closed | -$3K | – | 3491 |
|
|
2022
Q4 | $3K | Hold |
313
| – | – | ﹤0.01% | 3385 |
|
|
2022
Q3 | $5 | Hold |
313
| – | – | ﹤0.01% | 3409 |
|
|
2022
Q2 | $10 | Hold |
313
| – | – | ﹤0.01% | 3377 |
|
|
2022
Q1 | $80K | Buy |
+313
| New | +$80K | ﹤0.01% | 3202 |
|