Carolinas Wealth Consulting’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5
| Closed | -$448 | – | 1070 |
|
|
2023
Q4 | $448 | Hold |
5
| – | – | ﹤0.01% | 937 |
|
|
2023
Q3 | $406 | Sell |
5
-2
| -29% | -$162 | ﹤0.01% | 954 |
|
|
2023
Q2 | $693 | Sell |
7
-1
| -13% | -$99 | ﹤0.01% | 951 |
|
|
2023
Q1 | $772 | Sell |
8
-2
| -20% | -$193 | ﹤0.01% | 933 |
|
|
2022
Q4 | $913 | Buy |
+10
| New | +$913 | ﹤0.01% | 905 |
|
|
2022
Q1 | – | Sell |
-51
| Closed | -$4K | – | 931 |
|
|
2021
Q4 | $4K | Hold |
51
| – | – | ﹤0.01% | 727 |
|
|
2021
Q3 | $4K | Hold |
51
| – | – | ﹤0.01% | 692 |
|
|
2021
Q2 | $4K | Hold |
51
| – | – | ﹤0.01% | 719 |
|
|
2021
Q1 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 729 |
|