TWD
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True Wealth Design’s Dave Inc DAVE Stock Holding History

True Wealth Design’s Portfolio DAVE Stock Details DAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$23.9K Hold
89
– – 0.01% 341
2025
Q1 		$7.36K Hold
89
– – ﹤0.01% 562
2024
Q4 		$7.74K Buy
89
+3
+3% +$261 ﹤0.01% 461
2024
Q3 		$3.44K Buy
+86
New +$3.44K ﹤0.01% 660