Independent Solutions Wealth Management’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 |
-4,809
| Closed | -$475K | – | 205 |
|
|
2023
Q2 | $475K | Sell |
4,809
-789
| -14% | -$78K | 0.12% | 132 |
|
|
2023
Q1 | $538K | Sell |
5,598
-128
| -2% | -$12.3K | 0.16% | 116 |
|
|
2022
Q4 | $520K | Sell |
5,726
-74
| -1% | -$6.73K | 0.16% | 120 |
|
|
2022
Q3 | $461K | Sell |
5,800
-204
| -3% | -$16.2K | 0.15% | 121 |
|
|
2022
Q2 | $500K | Buy |
+6,004
| New | +$500K | 0.16% | 117 |
|
|
2021
Q2 | – | Sell |
-3,262
| Closed | -$229K | – | 208 |
|
|
2021
Q1 | $229K | Buy |
3,262
+432
| +15% | +$30.3K | 0.06% | 182 |
|
|
2020
Q4 | $201K | Buy |
+2,830
| New | +$201K | 0.06% | 178 |
|