Focused Wealth Management’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,100
| Closed | -$115K | – | 717 |
|
|
2020
Q1 | $115K | Sell |
2,100
-500
| -19% | -$27.4K | 0.03% | 176 |
|
|
2019
Q4 | $188K | Hold |
2,600
| – | – | 0.04% | 161 |
|
|
2019
Q3 | $172K | Hold |
2,600
| – | – | 0.05% | 156 |
|
|
2019
Q2 | $161K | Hold |
2,600
| – | – | 0.04% | 169 |
|
|
2019
Q1 | $141K | Buy |
2,600
+50
| +2% | +$2.71K | 0.04% | 168 |
|
|
2018
Q4 | $149K | Hold |
2,550
| – | – | 0.05% | 167 |
|
|
2018
Q3 | $168K | Hold |
2,550
| – | – | 0.06% | 165 |
|
|
2018
Q2 | $169K | Hold |
2,550
| – | – | 0.06% | 174 |
|
|
2018
Q1 | $170K | Buy |
2,550
+150
| +6% | +$10K | 0.05% | 184 |
|
|
2017
Q4 | $157K | Buy |
+2,400
| New | +$157K | 0.05% | 185 |
|
|
2017
Q3 | – | Sell |
-2,400
| Closed | -$155K | – | 650 |
|
|
2017
Q2 | $155K | Buy |
+2,400
| New | +$155K | 0.06% | 176 |
|