Perigon Wealth Management’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-517
| Closed | -$37K | – | 619 |
|
|
2020
Q4 | $37K | Buy |
+517
| New | +$37K | ﹤0.01% | 830 |
|
|
2018
Q2 | – | Sell |
-475
| Closed | -$32K | – | 326 |
|
|
2018
Q1 | $32K | Hold |
475
| – | – | 0.01% | 374 |
|
|
2017
Q4 | $31K | Buy |
475
+255
| +116% | +$16.6K | 0.01% | 353 |
|
|
2017
Q3 | $14K | Hold |
220
| – | – | ﹤0.01% | 477 |
|
|
2017
Q2 | $14K | Hold |
220
| – | – | ﹤0.01% | 471 |
|
|
2017
Q1 | $13K | Hold |
220
| – | – | ﹤0.01% | 500 |
|
|
2016
Q4 | $14K | Hold |
220
| – | – | ﹤0.01% | 516 |
|
|
2016
Q3 | $13K | Buy |
+220
| New | +$13K | ﹤0.01% | 452 |
|