Venturi Wealth Management’s Endava DAVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-70
| Closed | -$2.16K | – | 868 |
|
|
2024
Q4 | $2.16K | Hold |
70
| – | – | ﹤0.01% | 1842 |
|
|
2024
Q3 | $1.79K | Hold |
70
| – | – | ﹤0.01% | 1683 |
|
|
2024
Q2 | $2.05K | Hold |
70
| – | – | ﹤0.01% | 1357 |
|
|
2024
Q1 | $2.66K | Buy |
70
+22
| +46% | +$837 | ﹤0.01% | 1213 |
|
|
2023
Q4 | $3.74K | Buy |
+48
| New | +$3.74K | ﹤0.01% | 1092 |
|
|
2023
Q3 | – | Sell |
-9
| Closed | -$467 | – | 1330 |
|
|
2023
Q2 | $467 | Buy |
+9
| New | +$467 | ﹤0.01% | 1084 |
|