Aviso Wealth Management’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
-3,783
Closed -$200K 152
2024
Q3
$200K Hold
3,783
0.11% 144
2024
Q2
$207K Hold
3,783
0.12% 145
2024
Q1
$244K Hold
3,783
0.15% 127
2023
Q4
$217K Buy
+3,783
New +$217K 0.16% 132