Glassman Wealth Services’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-195
| Closed | -$19.3K | – | 2015 |
|
|
2023
Q2 | $19.3K | Buy |
+195
| New | +$19.3K | ﹤0.01% | 628 |
|
|
2023
Q1 | – | Sell |
-155
| Closed | -$14.1K | – | 1921 |
|
|
2022
Q4 | $14.1K | Sell |
155
-4
| -3% | -$364 | ﹤0.01% | 747 |
|
|
2022
Q3 | $13K | Buy |
159
+9
| +6% | +$736 | ﹤0.01% | 723 |
|
|
2022
Q2 | $12K | Sell |
150
-1
| -0.7% | -$80 | ﹤0.01% | 750 |
|
|
2022
Q1 | $12K | Buy |
151
+1
| +0.7% | +$79 | ﹤0.01% | 774 |
|
|
2021
Q4 | $11K | Buy |
150
+29
| +24% | +$2.13K | ﹤0.01% | 754 |
|
|
2021
Q3 | $9K | Hold |
121
| – | – | ﹤0.01% | 790 |
|
|
2021
Q2 | $9K | Hold |
121
| – | – | ﹤0.01% | 772 |
|
|
2021
Q1 | $8K | Hold |
121
| – | – | ﹤0.01% | 764 |
|
|
2020
Q4 | $9K | Buy |
121
+6
| +5% | +$446 | ﹤0.01% | 741 |
|
|
2020
Q3 | $7K | Hold |
115
| – | – | ﹤0.01% | 695 |
|
|
2020
Q2 | $7K | Sell |
115
-2
| -2% | -$122 | ﹤0.01% | 551 |
|
|
2020
Q1 | $6K | Buy |
117
+14
| +14% | +$718 | ﹤0.01% | 499 |
|
|
2019
Q4 | $7K | Hold |
103
| – | – | ﹤0.01% | 535 |
|
|
2019
Q3 | $7K | Hold |
103
| – | – | ﹤0.01% | 489 |
|
|
2019
Q2 | $6K | Hold |
103
| – | – | ﹤0.01% | 520 |
|
|
2019
Q1 | $6K | Buy |
+103
| New | +$6K | ﹤0.01% | 514 |
|