WFG Advisors’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-36
| Closed | -$2K | – | 1679 |
|
|
2015
Q1 | $2K | Sell |
36
-40
| -53% | -$2.22K | ﹤0.01% | 1520 |
|
|
2014
Q4 | $4K | Hold |
76
| – | – | ﹤0.01% | 1679 |
|
|
2014
Q3 | $3K | Buy |
76
+36
| +90% | +$1.42K | ﹤0.01% | 1760 |
|
|
2014
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 1792 |
|
|
2014
Q1 | $2K | Sell |
40
-52
| -57% | -$2.6K | ﹤0.01% | 1777 |
|
|
2013
Q4 | $4K | Buy |
92
+52
| +130% | +$2.26K | ﹤0.01% | 1798 |
|
|
2013
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 2023 |
|
|
2013
Q2 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1938 |
|