Mark Sheptoff Financial Planning’s Endava DAVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06K | Hold |
200
| – | – | ﹤0.01% | 436 |
|
|
2025
Q1 | $3.9K | Hold |
200
| – | – | ﹤0.01% | 392 |
|
|
2024
Q4 | $6.18K | Hold |
200
| – | – | ﹤0.01% | 350 |
|
|
2024
Q3 | $5.11K | Hold |
200
| – | – | ﹤0.01% | 360 |
|
|
2024
Q2 | $5.85K | Hold |
200
| – | – | ﹤0.01% | 355 |
|
|
2024
Q1 | $7.61K | Hold |
200
| – | – | ﹤0.01% | 312 |
|
|
2023
Q4 | $15.6K | Hold |
200
| – | – | 0.01% | 248 |
|
|
2023
Q3 | $11.5K | Hold |
200
| – | – | 0.01% | 259 |
|
|
2023
Q2 | $10.4K | Hold |
200
| – | – | 0.01% | 273 |
|
|
2023
Q1 | $13.4K | Hold |
200
| – | – | 0.01% | 244 |
|
|
2022
Q4 | $15.3K | Hold |
200
| – | – | 0.01% | 238 |
|
|
2022
Q3 | $16K | Hold |
200
| – | – | 0.01% | 221 |
|
|
2022
Q2 | $18K | Hold |
200
| – | – | 0.01% | 224 |
|
|
2022
Q1 | $27K | Hold |
200
| – | – | 0.01% | 218 |
|
|
2021
Q4 | $34K | Hold |
200
| – | – | 0.02% | 211 |
|
|
2021
Q3 | $27K | Hold |
200
| – | – | 0.01% | 220 |
|
|
2021
Q2 | $23K | Hold |
200
| – | – | 0.01% | 253 |
|
|
2021
Q1 | $17K | Hold |
200
| – | – | 0.01% | 247 |
|
|
2020
Q4 | $15K | Hold |
200
| – | – | 0.01% | 240 |
|
|
2020
Q3 | $13K | Hold |
200
| – | – | 0.01% | 215 |
|
|
2020
Q2 | $10K | Hold |
200
| – | – | 0.01% | 259 |
|
|
2020
Q1 | $7K | Sell |
200
-400
| -67% | -$14K | 0.01% | 255 |
|
|
2019
Q4 | $28K | Sell |
600
-200
| -25% | -$9.33K | 0.02% | 191 |
|
|
2019
Q3 | $30K | Buy |
+800
| New | +$30K | 0.02% | 183 |
|