WR Wealth Planners’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $125K | Buy |
1,463
+69
| +5% | +$5.88K | 0.04% | 204 |
|
|
2024
Q3 | $122K | Buy |
1,394
+370
| +36% | +$32.4K | 0.03% | 241 |
|
|
2024
Q2 | $80.8K | Buy |
1,024
+5
| +0.5% | +$395 | 0.02% | 271 |
|
|
2024
Q1 | $92.1K | Buy |
+1,019
| New | +$92.1K | 0.03% | 262 |
|
|
2023
Q4 | – | Sell |
-997
| Closed | -$84.3K | – | 357 |
|
|
2023
Q3 | $84.3K | Buy |
997
+56
| +6% | +$4.73K | 0.03% | 265 |
|
|
2023
Q2 | $93.1K | Buy |
941
+34
| +4% | +$3.36K | 0.04% | 248 |
|
|
2023
Q1 | $87.1K | Buy |
+907
| New | +$87.1K | 0.04% | 253 |
|