OWM
OneAscent Wealth Management’s Amdocs DOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,925
| Closed | -$294K | – | 221 |
|
|
2021
Q4 | $294K | Buy |
3,925
+247
| +7% | +$18.5K | 0.73% | 57 |
|
|
2021
Q3 | $278K | Buy |
+3,678
| New | +$278K | 0.32% | 71 |
|
|
2021
Q1 | $417K | Buy |
5,947
+95
| +2% | +$6.66K | 0.18% | 139 |
|
|
2020
Q4 | $417K | Buy |
+5,852
| New | +$417K | 0.19% | 120 |
|