Atlas Capital 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 |
-181
| Closed | -$9.58K | – | 965 |
|
|
2024
Q3 | $9.58K | Sell |
181
-3,036
| -94% | -$161K | ﹤0.01% | 733 |
|
|
2024
Q2 | $176K | Sell |
3,217
-1,799
| -36% | -$98.7K | 0.02% | 403 |
|
|
2024
Q1 | $323K | Sell |
5,016
-1,826
| -27% | -$118K | 0.05% | 290 |
|
|
2023
Q4 | $393K | Sell |
6,842
-1,859
| -21% | -$107K | 0.06% | 257 |
|
|
2023
Q3 | $501K | Sell |
8,701
-610
| -7% | -$35.1K | 0.08% | 190 |
|
|
2023
Q2 | $557K | Sell |
9,311
-885
| -9% | -$53K | 0.08% | 188 |
|
|
2023
Q1 | $493K | Buy |
+10,196
| New | +$493K | 0.08% | 197 |
|