Baker Tilly Wealth Management’s Endava DAVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,656
Closed -$443K 310
2024
Q1
$443K Buy
11,656
+3,365
+41% +$128K 0.08% 282
2023
Q4
$645K Buy
+8,291
New +$645K 0.11% 215