HCC
Hirtle Callaghan & Co’s Amdocs DOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-478
| Closed | -$31K | – | 172 |
|
|
2017
Q3 | $31K | Hold |
478
| – | – | ﹤0.01% | 124 |
|
|
2017
Q2 | $30K | Sell |
478
-118
| -20% | -$7.41K | ﹤0.01% | 97 |
|
|
2017
Q1 | $36K | Hold |
596
| – | – | 0.01% | 102 |
|
|
2016
Q4 | $34K | Sell |
596
-388
| -39% | -$22.1K | 0.01% | 87 |
|
|
2016
Q3 | $57K | Hold |
984
| – | – | 0.01% | 132 |
|
|
2016
Q2 | $57K | Sell |
984
-3,100
| -76% | -$180K | 0.01% | 114 |
|
|
2016
Q1 | $247K | Sell |
4,084
-295
| -7% | -$17.8K | 0.05% | 80 |
|
|
2015
Q4 | $239K | Sell |
4,379
-190
| -4% | -$10.4K | 0.06% | 41 |
|
|
2015
Q3 | $260K | Hold |
4,569
| – | – | 0.04% | 49 |
|
|
2015
Q2 | $249K | Buy |
+4,569
| New | +$249K | 0.08% | 60 |
|