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Sierra Summit Advisors’s Dave Inc DAVE Stock Holding History

Sierra Summit Advisors’s Portfolio DAVE Stock Details DAVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.29M Sell
4,805
-3,298
-41% -$885K 0.23% 65
2025
Q1 		$670K Buy
8,103
+2,228
+38% +$184K 0.15% 104
2024
Q4 		$511K Buy
+5,875
New +$511K 0.1% 118