Pillar Wealth Advisors’s Endava DAVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,186
| Closed | -$297K | – | 71 |
|
|
2023
Q3 | $297K | Hold |
5,186
| – | – | 0.26% | 57 |
|
|
2023
Q2 | $269K | Hold |
5,186
| – | – | 0.22% | 59 |
|
|
2023
Q1 | $348K | Hold |
5,186
| – | – | 0.35% | 47 |
|
|
2022
Q4 | $397K | Hold |
5,186
| – | – | 0.38% | 45 |
|
|
2022
Q3 | $418K | Hold |
5,186
| – | – | 0.42% | 38 |
|
|
2022
Q2 | $458K | Hold |
5,186
| – | – | 0.47% | 36 |
|
|
2022
Q1 | $690K | Sell |
5,186
-2,600
| -33% | -$346K | 0.67% | 28 |
|
|
2021
Q4 | $1.31M | Buy |
+7,786
| New | +$1.31M | 1.24% | 22 |
|