Reilly Financial Advisors’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-198
| Closed | -$15K | – | 952 |
|
2021
Q2 | $15K | Hold |
198
| – | – | ﹤0.01% | 604 |
|
2021
Q1 | $14K | Hold |
198
| – | – | ﹤0.01% | 617 |
|
2020
Q4 | $14K | Hold |
198
| – | – | ﹤0.01% | 560 |
|
2020
Q3 | $11K | Hold |
198
| – | – | ﹤0.01% | 550 |
|
2020
Q2 | $12K | Hold |
198
| – | – | ﹤0.01% | 531 |
|
2020
Q1 | $11K | Hold |
198
| – | – | ﹤0.01% | 537 |
|
2019
Q4 | $14K | Hold |
198
| – | – | ﹤0.01% | 565 |
|
2019
Q3 | $13K | Hold |
198
| – | – | ﹤0.01% | 587 |
|
2019
Q2 | $12K | Hold |
198
| – | – | ﹤0.01% | 626 |
|
2019
Q1 | $11K | Hold |
198
| – | – | ﹤0.01% | 656 |
|
2018
Q4 | $12K | Hold |
198
| – | – | ﹤0.01% | 610 |
|
2018
Q3 | $13K | Hold |
198
| – | – | ﹤0.01% | 638 |
|
2018
Q2 | $13K | Hold |
198
| – | – | ﹤0.01% | 603 |
|
2018
Q1 | $13K | Hold |
198
| – | – | ﹤0.01% | 586 |
|
2017
Q4 | $13K | Hold |
198
| – | – | ﹤0.01% | 595 |
|
2017
Q3 | $13K | Hold |
198
| – | – | ﹤0.01% | 582 |
|
2017
Q2 | $13K | Hold |
198
| – | – | ﹤0.01% | 590 |
|
2017
Q1 | $12K | Buy |
+198
| New | +$12K | ﹤0.01% | 574 |
|
2014
Q1 | – | Sell |
-124
| Closed | -$5K | – | 808 |
|
2013
Q4 | $5K | Hold |
124
| – | – | ﹤0.01% | 671 |
|
2013
Q3 | $5K | Hold |
124
| – | – | ﹤0.01% | 586 |
|
2013
Q2 | $5K | Buy |
+124
| New | +$5K | ﹤0.01% | 617 |
|