Accel Wealth Management’s Terex TEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-865
| Closed | -$41.8K | – | 786 |
|
|
2023
Q1 | $41.8K | Buy |
865
+3
| +0.3% | +$145 | 0.02% | 517 |
|
|
2022
Q4 | $36.8K | Buy |
862
+2
| +0.2% | +$85 | 0.02% | 413 |
|
|
2022
Q3 | $28K | Buy |
860
+4
| +0.5% | +$130 | 0.02% | 486 |
|
|
2022
Q2 | $25K | Buy |
856
+3
| +0.4% | +$88 | 0.01% | 487 |
|
|
2022
Q1 | $30K | Buy |
853
+3
| +0.4% | +$106 | 0.02% | 468 |
|
|
2021
Q4 | $37K | Buy |
850
+43
| +5% | +$1.87K | 0.02% | 442 |
|
|
2021
Q3 | $34K | Sell |
807
-39
| -5% | -$1.64K | 0.02% | 393 |
|
|
2021
Q2 | $40K | Buy |
846
+44
| +5% | +$2.08K | 0.03% | 386 |
|
|
2021
Q1 | $37K | Buy |
802
+2
| +0.3% | +$92 | 0.03% | 375 |
|
|
2020
Q4 | $28K | Buy |
+800
| New | +$28K | 0.03% | 419 |
|