Heritage Wealth Advisors’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-22
| Closed | -$1.59K | – | 476 |
|
|
2019
Q4 | $1.59K | Buy |
+22
| New | +$1.59K | ﹤0.01% | 602 |
|
|
2019
Q2 | – | Sell |
-147
| Closed | -$7.95K | – | 459 |
|
|
2019
Q1 | $7.95K | Hold |
147
| – | – | ﹤0.01% | 371 |
|
|
2018
Q4 | $8K | Hold |
147
| – | – | ﹤0.01% | 321 |
|
|
2018
Q3 | $9K | Buy |
+147
| New | +$9K | ﹤0.01% | 306 |
|