Avantax Planning Partners’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,202
| Closed | -$206K | – | 490 |
|
|
2024
Q1 | $206K | Sell |
3,202
-976
| -23% | -$62.9K | 0.01% | 441 |
|
|
2023
Q4 | $240K | Buy |
4,178
+69
| +2% | +$3.97K | 0.01% | 329 |
|
|
2023
Q3 | $237K | Buy |
4,109
+173
| +4% | +$9.97K | 0.01% | 323 |
|
|
2023
Q2 | $235K | Buy |
+3,936
| New | +$235K | 0.01% | 332 |
|
|
2018
Q2 | – | Sell |
-179
| Closed | -$7K | – | 1337 |
|
|
2018
Q1 | $7K | Buy |
+179
| New | +$7K | ﹤0.01% | 1218 |
|