IFP Advisors’s Endava DAVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3
| Closed | -$1K | – | 3597 |
|
|
2022
Q4 | $1K | Sell |
3
-40
| -93% | -$13.3K | ﹤0.01% | 4314 |
|
|
2022
Q3 | $20K | Hold |
43
| – | – | ﹤0.01% | 3070 |
|
|
2022
Q2 | $20K | Hold |
43
| – | – | ﹤0.01% | 2824 |
|
|
2022
Q1 | $20K | Buy |
+43
| New | +$20K | ﹤0.01% | 2824 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3591 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3320 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3239 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3151 |
|