JWM
Janiczek Wealth Management’s Amdocs DOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $201K | Sell |
2,539
-763
| -23% | -$60.3K | 0.04% | 180 |
|
|
2024
Q1 | $299K | Buy |
3,302
+396
| +14% | +$35.8K | 0.06% | 133 |
|
|
2023
Q4 | $256K | Sell |
2,906
-682
| -19% | -$60K | 0.06% | 126 |
|
|
2023
Q3 | $304K | Buy |
3,588
+227
| +7% | +$19.2K | 0.08% | 99 |
|
|
2023
Q2 | $333K | Sell |
3,361
-94
| -3% | -$9.3K | 0.09% | 80 |
|
|
2023
Q1 | $332K | Sell |
3,455
-120
| -3% | -$11.5K | 0.09% | 74 |
|
|
2022
Q4 | $321K | Buy |
3,575
+97
| +3% | +$8.7K | 0.09% | 78 |
|
|
2022
Q3 | $281K | Buy |
3,478
+1,046
| +43% | +$84.5K | 0.09% | 70 |
|
|
2022
Q2 | $212K | Sell |
2,432
-351
| -13% | -$30.6K | 0.06% | 93 |
|
|
2022
Q1 | $229K | Buy |
2,783
+568
| +26% | +$46.7K | 0.06% | 97 |
|
|
2021
Q4 | $166K | Sell |
2,215
-54
| -2% | -$4.05K | 0.05% | 127 |
|
|
2021
Q3 | $172K | Buy |
2,269
+341
| +18% | +$25.8K | 0.06% | 111 |
|
|
2021
Q2 | $149K | Buy |
1,928
+119
| +7% | +$9.2K | 0.05% | 111 |
|
|
2021
Q1 | $127K | Buy |
1,809
+403
| +29% | +$28.3K | 0.05% | 112 |
|
|
2020
Q4 | $100K | Buy |
1,406
+1,054
| +299% | +$75K | 0.05% | 110 |
|
|
2020
Q3 | $20K | Buy |
352
+335
| +1,971% | +$19K | 0.01% | 156 |
|
|
2020
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 327 |
|