First Personal Financial Services’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-87,045
| Closed | -$5.81M | – | 733 |
|
|
2018
Q1 | $5.81M | Buy |
87,045
+12
| +0% | +$801 | 1.27% | 19 |
|
|
2017
Q4 | $5.7M | Hold |
87,033
| – | – | 1.11% | 25 |
|
|
2017
Q3 | $5.6M | Hold |
87,033
| – | – | 1.18% | 22 |
|
|
2017
Q2 | $5.61M | Hold |
87,033
| – | – | 1.23% | 23 |
|
|
2017
Q1 | $5.31M | Hold |
87,033
| – | – | 1.27% | 22 |
|
|
2016
Q4 | $5.07M | Buy |
87,033
+1,305
| +2% | +$76K | 1.34% | 17 |
|
|
2016
Q3 | $4.96M | Buy |
85,728
+10,464
| +14% | +$605K | 1.44% | 16 |
|
|
2016
Q2 | $4.34M | Buy |
+75,264
| New | +$4.34M | 1.48% | 19 |
|
|
2015
Q1 | – | Sell |
-70
| Closed | -$3K | – | 588 |
|
|
2014
Q4 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 332 |
|