Berman Capital Advisors’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $13K | Buy |
173
+29
| +20% | +$2.18K | ﹤0.01% | 1095 |
|
2021
Q2 | $11K | Sell |
144
-8
| -5% | -$611 | ﹤0.01% | 1109 |
|
2021
Q1 | $10K | Hold |
152
| – | – | ﹤0.01% | 1024 |
|
2020
Q4 | $10K | Buy |
152
+86
| +130% | +$5.66K | ﹤0.01% | 915 |
|
2020
Q3 | $3K | Buy |
66
+19
| +40% | +$864 | ﹤0.01% | 1180 |
|
2020
Q2 | $2K | Buy |
47
+11
| +31% | +$468 | ﹤0.01% | 1258 |
|
2020
Q1 | $2K | Sell |
36
-1
| -3% | -$56 | ﹤0.01% | 1115 |
|
2019
Q4 | $2K | Buy |
37
+1
| +3% | +$54 | ﹤0.01% | 1190 |
|
2019
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 1169 |
|
2019
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 1178 |
|
2019
Q1 | $1K | Buy |
36
+12
| +50% | +$333 | ﹤0.01% | 1195 |
|
2018
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 975 |
|