YorkBridge Wealth Partners’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,249
| Closed | -$82K | – | 743 |
|
|
2018
Q3 | $82K | Hold |
1,249
| – | – | 0.04% | 307 |
|
|
2018
Q2 | $83K | Hold |
1,249
| – | – | 0.04% | 312 |
|
|
2018
Q1 | $83K | Hold |
1,249
| – | – | 0.04% | 315 |
|
|
2017
Q4 | $81K | Hold |
1,249
| – | – | 0.04% | 318 |
|
|
2017
Q3 | $80K | Hold |
1,249
| – | – | 0.04% | 319 |
|
|
2017
Q2 | $80K | Buy |
+1,249
| New | +$80K | 0.04% | 311 |
|