Concord Wealth Partners’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 |
-120
| Closed | -$4.57K | – | 858 |
|
|
2024
Q1 | $4.57K | Buy |
+120
| New | +$4.57K | ﹤0.01% | 664 |
|
|
2023
Q4 | – | Sell |
-120
| Closed | -$6.88K | – | 864 |
|
|
2023
Q3 | $6.88K | Buy |
120
+70
| +140% | +$4.02K | ﹤0.01% | 673 |
|
|
2023
Q2 | $2.59K | Hold |
50
| – | – | ﹤0.01% | 826 |
|
|
2023
Q1 | $3.36K | Buy |
+50
| New | +$3.36K | ﹤0.01% | 734 |
|