EWM
Evercore Wealth Management’s Amdocs DOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-999
| Closed | -$58K | – | 1033 |
|
|
2016
Q3 | $58K | Sell |
999
-147
| -13% | -$8.54K | ﹤0.01% | 571 |
|
|
2016
Q2 | $66K | Buy |
1,146
+507
| +79% | +$29.2K | ﹤0.01% | 526 |
|
|
2016
Q1 | $39K | Buy |
639
+123
| +24% | +$7.51K | ﹤0.01% | 614 |
|
|
2015
Q4 | $28K | Buy |
+516
| New | +$28K | ﹤0.01% | 705 |
|
|
2015
Q2 | – | Sell |
-64
| Closed | -$3K | – | 1067 |
|
|
2015
Q1 | $3K | Buy |
+64
| New | +$3K | ﹤0.01% | 946 |
|
|
2014
Q3 | – | Sell |
-45
| Closed | -$2K | – | 945 |
|
|
2014
Q2 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 973 |
|