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Atria Wealth Solutions’s Endava DAVA Stock Holding History

Atria Wealth Solutions’s Portfolio DAVA Stock Details DAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,687
Closed -$287K – 1978
2023
Q4 		$287K Sell
3,687
-1,777
-33% -$110K ﹤0.01% 1532
2023
Q3 		$313K Buy
+5,464
New +$285K ﹤0.01% 1394
2022
Q2 		– Sell
-1,668
Closed -$222K – 1684
2022
Q1 		$222K Buy
+1,668
New +$210K ﹤0.01% 1516

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