Carroll Financial Associates’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7
| Closed | – | – | 1681 |
|
|
2021
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1806 |
|
|
2021
Q2 | – | Sell |
-44
| Closed | -$3K | – | 1723 |
|
|
2021
Q1 | $3K | Buy |
44
+23
| +110% | +$1.57K | ﹤0.01% | 1439 |
|
|
2020
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 1448 |
|
|
2020
Q3 | $1K | Sell |
21
-2,254
| -99% | -$107K | ﹤0.01% | 1402 |
|
|
2020
Q2 | $138K | Buy |
2,275
+2,104
| +1,230% | +$128K | 0.01% | 398 |
|
|
2020
Q1 | $9K | Hold |
171
| – | – | ﹤0.01% | 965 |
|
|
2019
Q4 | $12K | Hold |
171
| – | – | ﹤0.01% | 994 |
|
|
2019
Q3 | $11K | Hold |
171
| – | – | ﹤0.01% | 960 |
|
|
2019
Q2 | $10K | Hold |
171
| – | – | ﹤0.01% | 1010 |
|
|
2019
Q1 | $9K | Buy |
171
+21
| +14% | +$1.11K | ﹤0.01% | 966 |
|
|
2018
Q4 | $8K | Buy |
+150
| New | +$8K | ﹤0.01% | 911 |
|
|
2018
Q2 | – | Sell |
-22
| Closed | -$1K | – | 1268 |
|
|
2018
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1186 |
|
|
2014
Q3 | – | Sell |
-490
| Closed | -$23K | – | 856 |
|
|
2014
Q2 | $23K | Buy |
490
+270
| +123% | +$12.7K | 0.01% | 449 |
|
|
2014
Q1 | $10K | Buy |
+220
| New | +$10K | ﹤0.01% | 532 |
|