Arete Wealth Advisors’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-22,702
| Closed | -$2K | – | 790 |
|
|
2024
Q3 | $2K | Buy |
22,702
+172
| +0.8% | +$15 | ﹤0.01% | 704 |
|
|
2024
Q2 | $1.24M | Buy |
22,530
+142
| +0.6% | +$7.79K | 0.1% | 200 |
|
|
2024
Q1 | $1.25M | Buy |
22,388
+14,727
| +192% | +$826K | 0.12% | 183 |
|
|
2023
Q4 | $440K | Buy |
+7,661
| New | +$440K | 0.03% | 431 |
|