Portside Wealth Group’s Endava DAVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Buy |
28,495
+5,783
| +25% | +$88.6K | 0.06% | 266 |
|
|
2025
Q1 | $443K | Buy |
22,712
+9,736
| +75% | +$190K | 0.07% | 242 |
|
|
2024
Q4 | $401K | Buy |
12,976
+490
| +4% | +$15.1K | 0.07% | 263 |
|
|
2024
Q3 | $319K | Sell |
12,486
-2,782
| -18% | -$71.1K | 0.05% | 297 |
|
|
2024
Q2 | $446K | Buy |
15,268
+1,090
| +8% | +$31.9K | 0.09% | 227 |
|
|
2024
Q1 | $539K | Buy |
14,178
+3,370
| +31% | +$128K | 0.1% | 207 |
|
|
2023
Q4 | $841K | Buy |
+10,808
| New | +$841K | 0.16% | 146 |
|