HighTower Advisors’s Dave Inc DAVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $792K | Buy |
+2,950
| New | +$792K | ﹤0.01% | 2169 |
|
|
2023
Q3 | – | Sell |
-16,935
| Closed | -$90K | – | 3339 |
|
|
2023
Q2 | $90K | Hold |
16,935
| – | – | ﹤0.01% | 3059 |
|
|
2023
Q1 | $103K | Buy |
+16,935
| New | +$103K | ﹤0.01% | 2905 |
|
|
2022
Q4 | – | Sell |
-541,755
| Closed | -$194K | – | 3129 |
|
|
2022
Q3 | $194K | Buy |
+541,755
| New | +$194K | ﹤0.01% | 2605 |
|