Omnia Family Wealth’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-223
| Closed | -$12K | – | 213 |
|
|
2019
Q1 | $12K | Sell |
223
-2,075
| -90% | -$112K | 0.01% | 250 |
|
|
2018
Q4 | $135K | Sell |
2,298
-1,578
| -41% | -$92.7K | 0.07% | 104 |
|
|
2018
Q3 | $257K | Sell |
3,876
-192
| -5% | -$12.7K | 0.12% | 75 |
|
|
2018
Q2 | $270K | Sell |
4,068
-79
| -2% | -$5.24K | 0.13% | 72 |
|
|
2018
Q1 | $278K | Hold |
4,147
| – | – | 0.13% | 69 |
|
|
2017
Q4 | $272K | Buy |
4,147
+271
| +7% | +$17.8K | 0.12% | 70 |
|
|
2017
Q3 | $250K | Sell |
3,876
-46
| -1% | -$2.97K | 0.12% | 77 |
|
|
2017
Q2 | $254K | Buy |
3,922
+819
| +26% | +$53K | 0.12% | 72 |
|
|
2017
Q1 | $189K | Sell |
3,103
-368
| -11% | -$22.4K | 0.09% | 89 |
|
|
2016
Q4 | $203K | Buy |
+3,471
| New | +$203K | 0.1% | 86 |
|