Corient Private Wealth
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Corient Private Wealth’s Dave Inc DAVE Stock Holding History

Corient Private Wealth’s Portfolio DAVE Stock Details DAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-313
Closed -$2.9K – 1998
2022
Q4 		$2.9K Buy
+313
New +$2.9K ﹤0.01% 1684