Integrated Wealth Management’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-32
| Closed | -$2K | – | 417 |
|
|
2016
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 1045 |
|
|
2016
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 1058 |
|
|
2016
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 978 |
|
|
2015
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 1071 |
|
|
2015
Q3 | $2K | Sell |
32
-60
| -65% | -$3.75K | ﹤0.01% | 1088 |
|
|
2015
Q2 | $5K | Buy |
92
+29
| +46% | +$1.58K | ﹤0.01% | 956 |
|
|
2015
Q1 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 1014 |
|