BerganKDV Wealth Management’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17
| Closed | -$1.63K | – | 922 |
|
|
2023
Q1 | $1.63K | Hold |
17
| – | – | ﹤0.01% | 852 |
|
|
2022
Q4 | $1.55K | Hold |
17
| – | – | ﹤0.01% | 830 |
|
|
2022
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 872 |
|
|
2022
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 888 |
|
|
2022
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 912 |
|
|
2021
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 970 |
|
|
2021
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 951 |
|
|
2021
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 897 |
|
|
2021
Q1 | $1K | Sell |
17
-10
| -37% | -$588 | ﹤0.01% | 843 |
|
|
2020
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 763 |
|
|
2020
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 691 |
|
|
2020
Q2 | $2K | Sell |
27
-13
| -33% | -$963 | ﹤0.01% | 741 |
|
|
2020
Q1 | $2K | Buy |
40
+10
| +33% | +$500 | ﹤0.01% | 727 |
|
|
2019
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 760 |
|