BWA
Burt Wealth Advisors’s Amdocs DOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-67
| Closed | -$5K | – | 160 |
|
|
2020
Q4 | $5K | Hold |
67
| – | – | ﹤0.01% | 313 |
|
|
2020
Q3 | $4K | Hold |
67
| – | – | ﹤0.01% | 320 |
|
|
2020
Q2 | $4K | Hold |
67
| – | – | ﹤0.01% | 302 |
|
|
2020
Q1 | $4K | Hold |
67
| – | – | ﹤0.01% | 321 |
|
|
2019
Q4 | $5K | Hold |
67
| – | – | ﹤0.01% | 292 |
|
|
2019
Q3 | $4K | Hold |
67
| – | – | ﹤0.01% | 300 |
|
|
2019
Q2 | $4K | Hold |
67
| – | – | ﹤0.01% | 302 |
|
|
2019
Q1 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 307 |
|
|
2016
Q1 | – | Sell |
-87
| Closed | -$4K | – | 683 |
|
|
2015
Q4 | $4K | Buy |
+87
| New | +$4K | ﹤0.01% | 397 |
|