Wealthspire Advisors (Maryland)’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-52
| Closed | -$3K | – | 875 |
|
|
2019
Q1 | $3K | Sell |
52
-9
| -15% | -$519 | ﹤0.01% | 1990 |
|
|
2018
Q4 | $4K | Sell |
61
-23
| -27% | -$1.51K | ﹤0.01% | 1805 |
|
|
2018
Q3 | $6K | Buy |
84
+15
| +22% | +$1.07K | ﹤0.01% | 1720 |
|
|
2018
Q2 | $5K | Sell |
69
-10
| -13% | -$725 | ﹤0.01% | 1774 |
|
|
2018
Q1 | $5K | Hold |
79
| – | – | ﹤0.01% | 1800 |
|
|
2017
Q4 | $5K | Buy |
79
+19
| +32% | +$1.2K | ﹤0.01% | 1816 |
|
|
2017
Q3 | $4K | Buy |
60
+1
| +2% | +$67 | ﹤0.01% | 1839 |
|
|
2017
Q2 | $4K | Buy |
59
+7
| +13% | +$475 | ﹤0.01% | 1813 |
|
|
2017
Q1 | $3K | Buy |
52
+24
| +86% | +$1.39K | ﹤0.01% | 1617 |
|
|
2016
Q4 | $2K | Sell |
28
-129
| -82% | -$9.21K | ﹤0.01% | 1544 |
|
|
2016
Q3 | $9K | Hold |
157
| – | – | ﹤0.01% | 1267 |
|
|
2016
Q2 | $9K | Buy |
157
+30
| +24% | +$1.72K | ﹤0.01% | 1224 |
|
|
2016
Q1 | $8K | Buy |
127
+37
| +41% | +$2.33K | ﹤0.01% | 1228 |
|
|
2015
Q4 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 1344 |
|