V Wealth Advisors’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,700
| Closed | -$222K | – | 418 |
|
|
2022
Q1 | $222K | Sell |
2,700
-550
| -17% | -$45.2K | 0.04% | 401 |
|
|
2021
Q4 | $243K | Sell |
3,250
-400
| -11% | -$29.9K | 0.04% | 394 |
|
|
2021
Q3 | $276K | Sell |
3,650
-396
| -10% | -$29.9K | 0.04% | 372 |
|
|
2021
Q2 | $314K | Sell |
4,046
-479
| -11% | -$37.2K | 0.05% | 358 |
|
|
2021
Q1 | $317K | Sell |
4,525
-725
| -14% | -$50.8K | 0.06% | 330 |
|
|
2020
Q4 | $372K | Sell |
5,250
-150
| -3% | -$10.6K | 0.08% | 265 |
|
|
2020
Q3 | $310K | Buy |
5,400
+475
| +10% | +$27.3K | 0.21% | 124 |
|
|
2020
Q2 | $300K | Buy |
+4,925
| New | +$300K | 0.08% | 269 |
|