TriaGen 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
Q4
Sell
-17,127
Closed -$1.3M 187
2021
Q3
$1.3M Hold
17,127
0.71% 55
2021
Q2
$1.32M Sell
17,127
-294
-2% -$22.7K 0.68% 56
2021
Q1
$1.22M Sell
17,421
-17,273
-50% -$1.21M 0.7% 49
2020
Q4
$2.46M Buy
+34,694
New +$2.46M 1.44% 15