Baystate Wealth Management’s Endava DAVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$2.43M Sell
2023
Q3
$1.79M Hold
2023
Q2
$1.62M Sell
2023
Q1
$2.69M Hold
2022
Q4
$3.06M Sell
2022
Q3
$3.63M Hold
2022
Q2
$3.97M Hold
2022
Q1
$5.99M Hold
2021
Q4
$7.56M Hold
2021
Q3
$6.11M Hold
2021
Q2
$5.1M Hold
2021
Q1
$3.81M Hold
2020
Q4
$3.45M Sell
2020
Q3
$5.68M Hold
2020
Q2
$4.35M Buy
2020
Q1
$703K Buy