B. Riley Wealth Management’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,600
| Closed | -$37K | – | 682 |
|
|
2015
Q2 | $37K | Buy |
1,600
+160
| +11% | +$3.7K | 0.03% | 479 |
|
|
2015
Q1 | $38K | Sell |
1,440
-100
| -6% | -$2.64K | 0.03% | 464 |
|
|
2014
Q4 | $42K | Buy |
1,540
+1,290
| +516% | +$35.2K | 0.03% | 419 |
|
|
2014
Q3 | $36K | Sell |
250
-1,450
| -85% | -$209K | 0.03% | 480 |
|
|
2014
Q2 | $69K | Hold |
1,700
| – | – | 0.04% | 409 |
|
|
2014
Q1 | $75K | Buy |
+1,700
| New | +$75K | 0.06% | 374 |
|