Mount Yale Investment Advisors’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,201
| Closed | -$334K | – | 462 |
|
|
2022
Q3 | $334K | Sell |
4,201
-4,032
| -49% | -$321K | 0.04% | 322 |
|
|
2022
Q2 | $686K | Buy |
8,233
+95
| +1% | +$7.92K | 0.09% | 235 |
|
|
2022
Q1 | $669K | Buy |
8,138
+22
| +0.3% | +$1.81K | 0.07% | 261 |
|
|
2021
Q4 | $607K | Buy |
8,116
+8
| +0.1% | +$598 | 0.06% | 262 |
|
|
2021
Q3 | $614K | Sell |
8,108
-7
| -0.1% | -$530 | 0.07% | 248 |
|
|
2021
Q2 | $628K | Sell |
8,115
-114
| -1% | -$8.82K | 0.08% | 240 |
|
|
2021
Q1 | $577K | Sell |
8,229
-153
| -2% | -$10.7K | 0.08% | 241 |
|
|
2020
Q4 | $595K | Buy |
8,382
+151
| +2% | +$10.7K | 0.08% | 233 |
|
|
2020
Q3 | $473K | Buy |
8,231
+4,082
| +98% | +$235K | 0.07% | 246 |
|
|
2020
Q2 | $253K | Buy |
+4,149
| New | +$253K | 0.05% | 277 |
|
|
2019
Q2 | – | Sell |
-3,983
| Closed | -$216K | – | 311 |
|
|
2019
Q1 | $216K | Sell |
3,983
-2,786
| -41% | -$151K | 0.04% | 284 |
|
|
2018
Q4 | $376K | Sell |
6,769
-233
| -3% | -$12.9K | 0.08% | 228 |
|
|
2018
Q3 | $451K | Sell |
7,002
-444
| -6% | -$28.6K | 0.08% | 194 |
|
|
2018
Q2 | $493K | Sell |
7,446
-151
| -2% | -$10K | 0.09% | 175 |
|
|
2018
Q1 | $507K | Buy |
+7,597
| New | +$507K | 0.11% | 167 |
|