FineMark National Bank & Trust’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,369
| Closed | -$80K | – | 538 |
|
|
2016
Q4 | $80K | Sell |
1,369
-3
| -0.2% | -$175 | 0.01% | 527 |
|
|
2016
Q3 | $80K | Sell |
1,372
-21
| -2% | -$1.22K | 0.01% | 510 |
|
|
2016
Q2 | $81K | Hold |
1,393
| – | – | 0.01% | 490 |
|
|
2016
Q1 | $84K | Sell |
1,393
-579
| -29% | -$34.9K | 0.01% | 454 |
|
|
2015
Q4 | $108K | Buy |
1,972
+161
| +9% | +$8.82K | 0.01% | 429 |
|
|
2015
Q3 | $103K | Sell |
1,811
-100
| -5% | -$5.69K | 0.01% | 448 |
|
|
2015
Q2 | $105K | Hold |
1,911
| – | – | 0.01% | 476 |
|
|
2015
Q1 | $104K | Buy |
1,911
+19
| +1% | +$1.03K | 0.01% | 479 |
|
|
2014
Q4 | $88K | Sell |
1,892
-380
| -17% | -$17.7K | 0.01% | 513 |
|
|
2014
Q3 | $104K | Hold |
2,272
| – | – | 0.02% | 468 |
|
|
2014
Q2 | $106K | Buy |
2,272
+131
| +6% | +$6.11K | 0.02% | 455 |
|
|
2014
Q1 | $100K | Buy |
2,141
+392
| +22% | +$18.3K | 0.02% | 454 |
|
|
2013
Q4 | $72K | Buy |
+1,749
| New | +$72K | 0.01% | 500 |
|