Trevian Wealth Management’s DoorDash DASH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,220
Closed -$260K 36
2022
Q1
$260K Sell
2,220
-180
-8% -$21.1K 0.25% 29
2021
Q4
$357K Buy
+2,400
New +$357K 0.34% 26