WLPWM
Walled Lake Planning & Wealth Management’s Dave Inc. Warrants DAVEW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Hold |
65,598
| – | – | 0.04% | 138 |
|
|
2025
Q1 | $12.3K | Hold |
65,598
| – | – | ﹤0.01% | 133 |
|
|
2024
Q4 | $10.5K | Hold |
65,598
| – | – | ﹤0.01% | 131 |
|
|
2024
Q3 | $3.28K | Hold |
65,598
| – | – | ﹤0.01% | 132 |
|
|
2024
Q2 | $2.18K | Hold |
65,598
| – | – | ﹤0.01% | 124 |
|
|
2024
Q1 | $3.6K | Hold |
65,598
| – | – | ﹤0.01% | 119 |
|
|
2023
Q4 | $1K | Buy |
+65,598
| New | +$1K | ﹤0.01% | 106 |
|