Levin Capital Strategies’s Dave Inc DAVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,460
| Closed | -$13.6K | – | 242 |
|
|
2022
Q4 | $13.6K | Hold |
1,460
| – | – | ﹤0.01% | 222 |
|
|
2022
Q3 | $17K | Hold |
1,460
| – | – | ﹤0.01% | 213 |
|
|
2022
Q2 | $32K | Hold |
1,460
| – | – | ﹤0.01% | 220 |
|
|
2022
Q1 | $334K | Hold |
1,460
| – | – | 0.03% | 180 |
|
|
2021
Q4 | $479K | Sell |
1,460
-67
| -4% | -$22K | 0.04% | 164 |
|
|
2021
Q3 | $484K | Buy |
1,527
+511
| +50% | +$162K | 0.05% | 165 |
|
|
2021
Q2 | $321K | Buy |
+1,016
| New | +$321K | 0.03% | 211 |
|