Optimum Investment Advisors’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$90.4K | – | 643 |
|
|
2024
Q1 | $90.4K | Hold |
1,000
| – | – | 0.04% | 280 |
|
|
2023
Q4 | $87.9K | Hold |
1,000
| – | – | 0.04% | 275 |
|
|
2023
Q3 | $84.5K | Hold |
1,000
| – | – | 0.04% | 289 |
|
|
2023
Q2 | $98.9K | Hold |
1,000
| – | – | 0.05% | 273 |
|
|
2023
Q1 | $96K | Sell |
1,000
-500
| -33% | -$48K | 0.05% | 271 |
|
|
2022
Q4 | $136K | Hold |
1,500
| – | – | 0.07% | 222 |
|
|
2022
Q3 | $119K | Hold |
1,500
| – | – | 0.06% | 242 |
|
|
2022
Q2 | $125K | Hold |
1,500
| – | – | 0.06% | 250 |
|
|
2022
Q1 | $123K | Hold |
1,500
| – | – | 0.05% | 286 |
|
|
2021
Q4 | $112K | Sell |
1,500
-650
| -30% | -$48.5K | 0.04% | 317 |
|
|
2021
Q3 | $163K | Sell |
2,150
-150
| -7% | -$11.4K | 0.07% | 254 |
|
|
2021
Q2 | $178K | Hold |
2,300
| – | – | 0.06% | 277 |
|
|
2021
Q1 | $161K | Hold |
2,300
| – | – | 0.05% | 297 |
|
|
2020
Q4 | $163K | Buy |
2,300
+2,085
| +970% | +$148K | 0.05% | 275 |
|
|
2020
Q3 | $12K | Hold |
215
| – | – | ﹤0.01% | 669 |
|
|
2020
Q2 | $13K | Buy |
215
+144
| +203% | +$8.71K | ﹤0.01% | 659 |
|
|
2020
Q1 | $4K | Sell |
71
-144
| -67% | -$8.11K | ﹤0.01% | 766 |
|
|
2019
Q4 | $16K | Hold |
215
| – | – | ﹤0.01% | 704 |
|
|
2019
Q3 | $14K | Hold |
215
| – | – | ﹤0.01% | 731 |
|
|
2019
Q2 | $13K | Hold |
215
| – | – | ﹤0.01% | 736 |
|
|
2019
Q1 | $12K | Hold |
215
| – | – | ﹤0.01% | 771 |
|
|
2018
Q4 | $13K | Hold |
215
| – | – | ﹤0.01% | 716 |
|
|
2018
Q3 | $14K | Hold |
215
| – | – | ﹤0.01% | 788 |
|
|
2018
Q2 | $14K | Hold |
215
| – | – | ﹤0.01% | 791 |
|
|
2018
Q1 | $14K | Buy |
+215
| New | +$14K | ﹤0.01% | 765 |
|