J.P. Morgan Private Wealth Advisors’s Endava DAVA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-3,625
| Closed | -$482K | – | 1940 |
|
2022
Q1 | $482K | Sell |
3,625
-2,023
| -36% | -$269K | ﹤0.01% | 1554 |
|
2021
Q4 | $948K | Buy |
5,648
+3,520
| +165% | +$591K | ﹤0.01% | 1268 |
|
2021
Q3 | $289K | Sell |
2,128
-2,861
| -57% | -$389K | ﹤0.01% | 1711 |
|
2021
Q2 | $566K | Buy |
4,989
+347
| +7% | +$39.4K | ﹤0.01% | 1432 |
|
2021
Q1 | $393K | Sell |
4,642
-290
| -6% | -$24.6K | ﹤0.01% | 1420 |
|
2020
Q4 | $379K | Buy |
+4,932
| New | +$379K | ﹤0.01% | 1399 |
|