LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Amdocs DOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-26
| Closed | -$2K | – | 799 |
|
|
2021
Q2 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 845 |
|
|
2021
Q1 | – | Sell |
-35
| Closed | -$2K | – | 414 |
|
|
2020
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 742 |
|
|
2016
Q3 | – | Sell |
-240
| Closed | -$14K | – | 611 |
|
|
2016
Q2 | $14K | Hold |
240
| – | – | ﹤0.01% | 516 |
|
|
2016
Q1 | $15K | Hold |
240
| – | – | ﹤0.01% | 501 |
|
|
2015
Q4 | $13K | Hold |
240
| – | – | ﹤0.01% | 542 |
|
|
2015
Q3 | $13K | Hold |
240
| – | – | ﹤0.01% | 525 |
|
|
2015
Q2 | $13K | Hold |
240
| – | – | ﹤0.01% | 525 |
|
|
2015
Q1 | $13K | Hold |
240
| – | – | ﹤0.01% | 542 |
|
|
2014
Q4 | $11K | Hold |
240
| – | – | ﹤0.01% | 543 |
|
|
2014
Q3 | $11K | Hold |
240
| – | – | ﹤0.01% | 528 |
|
|
2014
Q2 | $11K | Hold |
240
| – | – | ﹤0.01% | 553 |
|
|
2014
Q1 | $11K | Hold |
240
| – | – | ﹤0.01% | 540 |
|
|
2013
Q4 | $10K | Hold |
240
| – | – | ﹤0.01% | 525 |
|
|
2013
Q3 | $9K | Hold |
240
| – | – | ﹤0.01% | 500 |
|
|
2013
Q2 | $9K | Buy |
+240
| New | +$9K | ﹤0.01% | 539 |
|