B. Riley Wealth Advisors’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,369
| Closed | -$202K | – | 1626 |
|
|
2023
Q2 | $202K | Buy |
+3,369
| New | +$202K | ﹤0.01% | 1354 |
|
|
2022
Q1 | – | Sell |
-10,167
| Closed | -$448K | – | 1501 |
|
|
2021
Q4 | $448K | Buy |
10,167
+28
| +0.3% | +$1.23K | 0.01% | 876 |
|
|
2021
Q3 | $455K | Sell |
10,139
-3,356
| -25% | -$151K | 0.01% | 822 |
|
|
2021
Q2 | $630K | Sell |
13,495
-13,665
| -50% | -$638K | 0.02% | 670 |
|
|
2021
Q1 | $1.04M | Sell |
27,160
-10,049
| -27% | -$386K | 0.04% | 467 |
|
|
2020
Q4 | $1.3M | Buy |
37,209
+4,907
| +15% | +$171K | 0.07% | 269 |
|
|
2020
Q3 | $616K | Hold |
32,302
| – | – | 0.03% | 462 |
|
|
2020
Q2 | $606K | Hold |
32,302
| – | – | 0.04% | 391 |
|
|
2020
Q1 | $464K | Buy |
+32,302
| New | +$464K | 0.04% | 409 |
|
|
2015
Q1 | – | Sell |
-1,780
| Closed | -$50 | – | 1837 |
|
|
2014
Q4 | $50 | Buy |
+1,780
| New | +$50 | ﹤0.01% | 2091 |
|
|
2014
Q3 | – | Sell |
-3,901
| Closed | -$160K | – | 1760 |
|
|
2014
Q2 | $160K | Buy |
3,901
+100
| +3% | +$4.11K | 0.04% | 528 |
|
|
2014
Q1 | $168K | Buy |
3,801
+650
| +21% | +$28.7K | 0.05% | 444 |
|
|
2013
Q4 | $132K | Buy |
+3,151
| New | +$132K | 0.04% | 477 |
|