AIA
Affinity Investment Advisors’s Terex TEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,931
| Closed | -$456K | – | 182 |
|
|
2023
Q4 | $456K | Sell |
7,931
-5,650
| -42% | -$325K | 0.31% | 103 |
|
|
2023
Q3 | $783K | Sell |
13,581
-2,579
| -16% | -$149K | 0.51% | 66 |
|
|
2023
Q2 | $967K | Buy |
+16,160
| New | +$967K | 0.56% | 54 |
|
|
2018
Q3 | – | Sell |
-47,364
| Closed | -$2M | – | 185 |
|
|
2018
Q2 | $2M | Buy |
+47,364
| New | +$2M | 0.28% | 83 |
|