AE Wealth Management’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20,496
| Closed | -$1.26M | – | 1897 |
|
|
2023
Q4 | $1.26M | Sell |
20,496
-1,718
| -8% | -$106K | 0.01% | 1069 |
|
|
2023
Q3 | $1.28M | Buy |
22,214
+33
| +0.1% | +$1.9K | 0.01% | 999 |
|
|
2023
Q2 | $1.33M | Sell |
22,181
-4,724
| -18% | -$283K | 0.01% | 981 |
|
|
2023
Q1 | $1.3M | Buy |
26,905
+3,827
| +17% | +$185K | 0.01% | 945 |
|
|
2022
Q4 | $986K | Sell |
23,078
-3,319
| -13% | -$142K | 0.01% | 984 |
|
|
2022
Q3 | $785K | Sell |
26,397
-1,856
| -7% | -$55.2K | 0.01% | 1043 |
|
|
2022
Q2 | $773K | Sell |
28,253
-160
| -0.6% | -$4.38K | 0.01% | 981 |
|
|
2022
Q1 | $1.01M | Sell |
28,413
-770
| -3% | -$27.5K | 0.01% | 910 |
|
|
2021
Q4 | $1.28M | Sell |
29,183
-1,683
| -5% | -$74K | 0.01% | 848 |
|
|
2021
Q3 | $1.3M | Sell |
30,866
-1,858
| -6% | -$78.2K | 0.01% | 785 |
|
|
2021
Q2 | $1.56M | Sell |
32,724
-146
| -0.4% | -$6.95K | 0.01% | 708 |
|
|
2021
Q1 | $1.51M | Buy |
32,870
+830
| +3% | +$38.2K | 0.02% | 645 |
|
|
2020
Q4 | $1.12M | Buy |
32,040
+948
| +3% | +$33.1K | 0.01% | 678 |
|
|
2020
Q3 | $602K | Buy |
31,092
+520
| +2% | +$10.1K | 0.01% | 816 |
|
|
2020
Q2 | $574K | Buy |
30,572
+1,766
| +6% | +$33.2K | 0.01% | 825 |
|
|
2020
Q1 | $414K | Buy |
28,806
+1,156
| +4% | +$16.6K | 0.01% | 739 |
|
|
2019
Q4 | $823K | Buy |
27,650
+1,915
| +7% | +$57K | 0.02% | 571 |
|
|
2019
Q3 | $668K | Buy |
25,735
+396
| +2% | +$10.3K | 0.02% | 542 |
|
|
2019
Q2 | $796K | Buy |
+25,339
| New | +$796K | 0.02% | 464 |
|