Avantax Advisory Services’s Endava DAVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,066
Closed -$273K 1519
2023
Q1
$273K Sell
4,066
-154
-4% -$10.3K ﹤0.01% 1202
2022
Q4
$323K Hold
4,220
﹤0.01% 1071
2022
Q3
$340K Buy
4,220
+1,205
+40% +$97.1K 0.01% 941
2022
Q2
$266K Buy
+3,015
New +$266K ﹤0.01% 1062