Mark Sheptoff Financial Planning’s Endava DAVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.82K | Hold |
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|
2025
Q2 | $3.06K | Hold |
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|
2025
Q1 | $3.9K | Hold |
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|
2024
Q4 | $6.18K | Hold |
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|
2024
Q3 | $5.11K | Hold |
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|
2024
Q2 | $5.85K | Hold |
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|
2024
Q1 | $7.61K | Hold |
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|
2023
Q4 | $15.6K | Hold |
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|
2023
Q3 | $11.5K | Hold |
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|
2023
Q2 | $10.4K | Hold |
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|
2023
Q1 | $13.4K | Hold |
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|
2022
Q4 | $15.3K | Hold |
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|
2022
Q3 | $16K | Hold |
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|
2022
Q2 | $18K | Hold |
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|
2022
Q1 | $27K | Hold |
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|
2021
Q4 | $34K | Hold |
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|
2021
Q3 | $27K | Hold |
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|
2021
Q2 | $23K | Hold |
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|
2021
Q1 | $17K | Hold |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $13K | Hold |
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|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $7K | Sell |
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|
2019
Q4 | $28K | Sell |
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|
2019
Q3 | $30K | Buy |
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