YorkBridge Wealth Partners’s Endava DAVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,642
Closed -$484K 282
2022
Q1
$484K Buy
3,642
+1,257
+53% +$167K 0.11% 139
2021
Q4
$400K Buy
2,385
+303
+15% +$50.8K 0.09% 188
2021
Q3
$283K Buy
+2,082
New +$283K 0.07% 220