Atria Wealth Solutions’s Endava DAVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,687
| Closed | -$287K | – | 1963 |
|
|
2023
Q4 | $287K | Sell |
3,687
-1,777
| -33% | -$138K | ﹤0.01% | 1521 |
|
|
2023
Q3 | $313K | Buy |
+5,464
| New | +$313K | ﹤0.01% | 1387 |
|
|
2022
Q2 | – | Sell |
-1,668
| Closed | -$222K | – | 1652 |
|
|
2022
Q1 | $222K | Buy |
+1,668
| New | +$222K | ﹤0.01% | 1515 |
|