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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$17.3K	Sell
2025 Q2	$23.9K	Hold
2025 Q1	$7.36K	Hold
2024 Q4	$7.74K	Buy
2024 Q3	$3.44K	Buy