Gideon Capital Advisors’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-9,299
| Closed | -$616K | – | 382 |
|
|
2018
Q2 | $616K | Buy |
+9,299
| New | +$616K | 0.31% | 94 |
|
|
2017
Q2 | – | Sell |
-5,255
| Closed | -$321K | – | 292 |
|
|
2017
Q1 | $321K | Sell |
5,255
-814
| -13% | -$49.7K | 0.19% | 226 |
|
|
2016
Q4 | $354K | Sell |
6,069
-309
| -5% | -$18K | 0.23% | 196 |
|
|
2016
Q3 | $369K | Buy |
+6,378
| New | +$369K | 0.22% | 122 |
|
|
2014
Q3 | – | Sell |
-5,048
| Closed | -$234K | – | 287 |
|
|
2014
Q2 | $234K | Buy |
+5,048
| New | +$234K | 0.08% | 219 |
|