AmeriServ Wealth Advisors’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-200
| Closed | -$5K | – | 134 |
|
|
2015
Q2 | $5K | Buy |
+200
| New | +$5K | 0.01% | 139 |
|
|
2014
Q1 | – | Sell |
-17,500
| Closed | -$735K | – | 170 |
|
|
2013
Q4 | $735K | Sell |
17,500
-500
| -3% | -$21K | 0.44% | 70 |
|
|
2013
Q3 | $605K | Buy |
18,000
+100
| +0.6% | +$3.36K | 0.39% | 78 |
|
|
2013
Q2 | $471K | Buy |
+17,900
| New | +$471K | 0.3% | 96 |
|