B. Riley Wealth Advisors’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,424
| Closed | -$303K | – | 1178 |
|
|
2024
Q3 | $303K | Buy |
3,424
+44
| +1% | +$3.89K | 0.01% | 947 |
|
|
2024
Q2 | $268K | Buy |
+3,380
| New | +$268K | 0.01% | 1085 |
|
|
2024
Q1 | – | Sell |
-2,766
| Closed | -$244K | – | 1461 |
|
|
2023
Q4 | $244K | Buy |
+2,766
| New | +$244K | 0.01% | 1146 |
|
|
2023
Q3 | – | Sell |
-2,596
| Closed | -$258K | – | 1553 |
|
|
2023
Q2 | $258K | Buy |
+2,596
| New | +$258K | 0.01% | 1207 |
|
|
2020
Q2 | – | Sell |
-4,285
| Closed | -$237K | – | 870 |
|
|
2020
Q1 | $237K | Buy |
+4,285
| New | +$237K | 0.02% | 606 |
|
|
2019
Q4 | – | Sell |
-4,774
| Closed | -$317K | – | 857 |
|
|
2019
Q3 | $317K | Buy |
4,774
+435
| +10% | +$28.9K | 0.03% | 573 |
|
|
2019
Q2 | $270K | Buy |
+4,339
| New | +$270K | 0.03% | 609 |
|
|
2015
Q1 | – | Sell |
-211
| Closed | -$10 | – | 916 |
|
|
2014
Q4 | $10 | Buy |
+211
| New | +$10 | ﹤0.01% | 2856 |
|
|
2014
Q3 | – | Sell |
-252
| Closed | -$11.7K | – | 941 |
|
|
2014
Q2 | $11.7K | Buy |
+252
| New | +$11.7K | ﹤0.01% | 1718 |
|