TWA
TCI Wealth Advisors’s Amdocs DOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-30
| Closed | -$2.88K | – | 761 |
|
|
2023
Q1 | $2.88K | Hold |
30
| – | – | ﹤0.01% | 1868 |
|
|
2022
Q4 | $2.73K | Hold |
30
| – | – | ﹤0.01% | 1897 |
|
|
2022
Q3 | $2K | Buy |
30
+8
| +36% | +$533 | ﹤0.01% | 1917 |
|
|
2022
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 1981 |
|
|
2022
Q1 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 1966 |
|
|
2020
Q3 | – | Sell |
-6
| Closed | – | – | 1540 |
|
|
2020
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1489 |
|
|
2019
Q4 | – | Sell |
-42
| Closed | -$3K | – | 1561 |
|
|
2019
Q3 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 939 |
|
|
2016
Q2 | – | Sell |
-560
| Closed | -$34K | – | 1310 |
|
|
2016
Q1 | $34K | Sell |
560
-530
| -49% | -$32.2K | 0.02% | 351 |
|
|
2015
Q4 | $59K | Hold |
1,090
| – | – | 0.03% | 284 |
|
|
2015
Q3 | $62K | Buy |
1,090
+560
| +106% | +$31.9K | 0.04% | 253 |
|
|
2015
Q2 | $29K | Buy |
+530
| New | +$29K | 0.02% | 343 |
|