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CM Wealth Advisors’s Endava DAVA Stock Holding History

CM Wealth Advisors’s Portfolio DAVA Stock Details DAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-22,259
Closed -$1.25M – 235
2023
Q1 		$1.25M Buy
+22,259
New +$1.25M 0.24% 113