Advance Capital I’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-10,500
| Closed | -$194K | – | 162 |
|
|
2015
Q4 | $194K | Buy |
+10,500
| New | +$194K | 0.18% | 150 |
|
|
2015
Q3 | – | Sell |
-24,400
| Closed | -$567K | – | 245 |
|
|
2015
Q2 | $567K | Buy |
+24,400
| New | +$567K | 0.37% | 163 |
|
|
2014
Q1 | – | Sell |
-17,800
| Closed | -$747K | – | 274 |
|
|
2013
Q4 | $747K | Buy |
17,800
+7,600
| +75% | +$319K | 0.36% | 102 |
|
|
2013
Q3 | $343K | Sell |
10,200
-600
| -6% | -$20.2K | 0.17% | 261 |
|
|
2013
Q2 | $284K | Buy |
+10,800
| New | +$284K | 0.14% | 281 |
|