CWA
Cypress Wealth Advisors’s Amdocs DOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-8,520
| Closed | -$520K | – | 114 |
|
|
2017
Q1 | $520K | Buy |
8,520
+313
| +4% | +$19.1K | 0.24% | 95 |
|
|
2016
Q4 | $478K | Hold |
8,207
| – | – | 0.22% | 94 |
|
|
2016
Q3 | $475K | Hold |
8,207
| – | – | 0.21% | 100 |
|
|
2016
Q2 | $474K | Hold |
8,207
| – | – | 0.23% | 97 |
|
|
2016
Q1 | $496K | Hold |
8,207
| – | – | 0.23% | 94 |
|
|
2015
Q4 | $448K | Sell |
8,207
-144
| -2% | -$7.86K | 0.23% | 99 |
|
|
2015
Q3 | $475K | Sell |
8,351
-748
| -8% | -$42.5K | 0.26% | 92 |
|
|
2015
Q2 | $497K | Buy |
+9,099
| New | +$497K | 0.29% | 88 |
|