Valeo 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
Q2 | – | Sell |
-74
| Closed | -$5K | – | 771 |
|
|
2021
Q1 | $5K | Buy |
+74
| New | +$5K | ﹤0.01% | 1460 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1674 |
|
|
2020
Q3 | – | Sell |
-583
| Closed | -$35K | – | 1667 |
|
|
2020
Q2 | $35K | Hold |
583
| – | – | ﹤0.01% | 811 |
|
|
2020
Q1 | $34K | Sell |
583
-137
| -19% | -$7.99K | ﹤0.01% | 699 |
|
|
2019
Q4 | $52K | Sell |
720
-136
| -16% | -$9.82K | 0.01% | 621 |
|
|
2019
Q3 | $57K | Hold |
856
| – | – | 0.01% | 553 |
|
|
2019
Q2 | $53K | Hold |
856
| – | – | 0.01% | 574 |
|
|
2019
Q1 | $46K | Sell |
856
-16
| -2% | -$860 | 0.01% | 573 |
|
|
2018
Q4 | $51K | Sell |
872
-12
| -1% | -$702 | 0.01% | 505 |
|
|
2018
Q3 | $56K | Hold |
884
| – | – | 0.01% | 522 |
|
|
2018
Q2 | $57K | Hold |
884
| – | – | 0.01% | 512 |
|
|
2018
Q1 | $59K | Buy |
884
+820
| +1,281% | +$54.7K | 0.01% | 461 |
|
|
2017
Q4 | $4K | Buy |
64
+3
| +5% | +$188 | ﹤0.01% | 1060 |
|
|
2017
Q3 | $4K | Buy |
+61
| New | +$4K | ﹤0.01% | 902 |
|