Baldwin Investment Management’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-18,100
| Closed | -$539K | – | 163 |
|
|
2019
Q4 | $539K | Hold |
18,100
| – | – | 0.14% | 101 |
|
|
2019
Q3 | $470K | Hold |
18,100
| – | – | 0.14% | 109 |
|
|
2019
Q2 | $568K | Buy |
18,100
+300
| +2% | +$9.41K | 0.16% | 95 |
|
|
2019
Q1 | $572K | Buy |
17,800
+800
| +5% | +$25.7K | 0.17% | 92 |
|
|
2018
Q4 | $469K | Hold |
17,000
| – | – | 0.15% | 97 |
|
|
2018
Q3 | $678K | Sell |
17,000
-1,100
| -6% | -$43.9K | 0.19% | 80 |
|
|
2018
Q2 | $764K | Buy |
+18,100
| New | +$764K | 0.24% | 71 |
|