FGAM
Financial Gravity Asset Management’s Amdocs DOX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-85
| Closed | -$7.72K | – | 1725 |
|
2024
Q1 | $7.72K | Buy |
85
+79
| +1,317% | +$7.18K | ﹤0.01% | 772 |
|
2023
Q4 | $534 | Buy |
6
+3
| +100% | +$267 | ﹤0.01% | 1150 |
|
2023
Q3 | $252 | Sell |
3
-96
| -97% | -$8.06K | ﹤0.01% | 917 |
|
2023
Q2 | $17.6K | Buy |
99
+3
| +3% | +$535 | 0.05% | 163 |
|
2023
Q1 | $347 | Buy |
96
+5
| +5% | +$18 | 0.01% | 505 |
|
2022
Q4 | $18.1K | Buy |
+91
| New | +$18.1K | 0.09% | 118 |
|
2022
Q2 | – | Sell |
-1,394
| Closed | -$1.89K | – | 762 |
|
2022
Q1 | $1.89K | Buy |
+1,394
| New | +$1.89K | 0.05% | 298 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 807 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 552 |
|
2020
Q2 | – | Sell |
-40
| Closed | -$2.22K | – | 234 |
|
2020
Q1 | $2.22K | Sell |
40
-22
| -35% | -$1.22K | 0.01% | 387 |
|
2019
Q4 | $72K | Sell |
62
-5
| -7% | -$5.81K | 0.05% | 461 |
|
2019
Q3 | $4K | Buy |
67
+5
| +8% | +$299 | ﹤0.01% | 731 |
|
2019
Q2 | $4K | Buy |
62
+14
| +29% | +$903 | ﹤0.01% | 723 |
|
2019
Q1 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 825 |
|
2018
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1111 |
|
2018
Q2 | $1K | Sell |
12
-12
| -50% | -$1K | ﹤0.01% | 1138 |
|
2018
Q1 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 935 |
|