Carson Wealth (CWM LLC)’s Endava DAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Sell |
120
-8
| -6% | -$133 | ﹤0.01% | 4861 |
|
|
2025
Q1 | $2K | Hold |
128
| – | – | ﹤0.01% | 4730 |
|
|
2024
Q4 | $4K | Hold |
128
| – | – | ﹤0.01% | 4285 |
|
|
2024
Q3 | $3K | Sell |
128
-63
| -33% | -$1.48K | ﹤0.01% | 4254 |
|
|
2024
Q2 | $6K | Buy |
191
+47
| +33% | +$1.48K | ﹤0.01% | 3756 |
|
|
2024
Q1 | $5K | Buy |
144
+130
| +929% | +$4.51K | ﹤0.01% | 3638 |
|
|
2023
Q4 | $1K | Sell |
14
-41
| -75% | -$2.93K | ﹤0.01% | 3926 |
|
|
2023
Q3 | $3K | Buy |
55
+33
| +150% | +$1.8K | ﹤0.01% | 3648 |
|
|
2023
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 3932 |
|
|
2023
Q1 | $1K | Sell |
22
-21
| -49% | -$955 | ﹤0.01% | 3797 |
|
|
2022
Q4 | $3K | Buy |
43
+21
| +95% | +$1.47K | ﹤0.01% | 3389 |
|
|
2022
Q3 | $2K | Buy |
22
+14
| +175% | +$1.27K | ﹤0.01% | 3428 |
|
|
2022
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 3506 |
|
|
2022
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 3308 |
|