Sigma Planning Corp’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-3,308
| Closed | -$279K | – | 921 |
|
2023
Q3 | $279K | Buy |
3,308
+727
| +28% | +$61.4K | 0.01% | 948 |
|
2023
Q2 | $255K | Hold |
2,581
| – | – | 0.01% | 1000 |
|
2023
Q1 | $248K | Hold |
2,581
| – | – | 0.01% | 1081 |
|
2022
Q4 | $235K | Sell |
2,581
-5
| -0.2% | -$455 | 0.01% | 1076 |
|
2022
Q3 | $205K | Buy |
+2,586
| New | +$205K | 0.01% | 1103 |
|
2020
Q1 | – | Sell |
-8,083
| Closed | -$584K | – | 947 |
|
2019
Q4 | $584K | Buy |
8,083
+3,024
| +60% | +$218K | 0.02% | 545 |
|
2019
Q3 | $335K | Buy |
+5,059
| New | +$335K | 0.02% | 711 |
|