WESPAC Advisors SoCal’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-56,270
| Closed | -$3.3M | – | 340 |
|
|
2018
Q4 | $3.3M | Sell |
56,270
-660
| -1% | -$38.7K | 2.08% | 22 |
|
|
2018
Q3 | $3.76M | Buy |
56,930
+1,526
| +3% | +$101K | 1.88% | 27 |
|
|
2018
Q2 | $3.67M | Sell |
55,404
-85
| -0.2% | -$5.63K | 2.11% | 24 |
|
|
2018
Q1 | $3.7M | Buy |
55,489
+316
| +0.6% | +$21.1K | 2.14% | 22 |
|
|
2017
Q4 | $3.61M | Sell |
55,173
-2,795
| -5% | -$183K | 2.06% | 25 |
|
|
2017
Q3 | $3.73M | Buy |
57,968
+1,776
| +3% | +$114K | 2.22% | 25 |
|
|
2017
Q2 | $3.62M | Sell |
56,192
-949
| -2% | -$61.2K | 2.32% | 24 |
|
|
2017
Q1 | $3.49M | Sell |
57,141
-3,950
| -6% | -$241K | 2.16% | 24 |
|
|
2016
Q4 | $3.56M | Sell |
61,091
-850
| -1% | -$49.5K | 2.3% | 22 |
|
|
2016
Q3 | $3.58M | Buy |
61,941
+3,701
| +6% | +$214K | 2.42% | 19 |
|
|
2016
Q2 | $3.36M | Buy |
58,240
+6,575
| +13% | +$380K | 2.19% | 22 |
|
|
2016
Q1 | $3.12M | Sell |
51,665
-1,460
| -3% | -$88.2K | 2.3% | 20 |
|
|
2015
Q4 | $2.9M | Buy |
+53,125
| New | +$2.9M | 1.91% | 24 |
|