Benchmark Capital Advisors’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-27,700
| Closed | -$870K | – | 139 |
|
|
2017
Q1 | $870K | Sell |
27,700
-1,100
| -4% | -$34.5K | 0.69% | 44 |
|
|
2016
Q4 | $908K | Sell |
28,800
-1,100
| -4% | -$34.7K | 0.75% | 40 |
|
|
2016
Q3 | $760K | Sell |
29,900
-1,100
| -4% | -$28K | 0.57% | 52 |
|
|
2016
Q2 | $630K | Sell |
31,000
-2,200
| -7% | -$44.7K | 0.51% | 54 |
|
|
2016
Q1 | $826K | Sell |
33,200
-1,000
| -3% | -$24.9K | 0.72% | 44 |
|
|
2015
Q4 | $632K | Sell |
34,200
-2,000
| -6% | -$37K | 0.53% | 55 |
|
|
2015
Q3 | $649K | Sell |
36,200
-2,800
| -7% | -$50.2K | 0.53% | 57 |
|
|
2015
Q2 | $907K | Sell |
39,000
-4,500
| -10% | -$105K | 0.64% | 49 |
|
|
2015
Q1 | $1.16M | Sell |
43,500
-6,100
| -12% | -$162K | 0.76% | 43 |
|
|
2014
Q4 | $1.38M | Buy |
49,600
+23,150
| +88% | +$645K | 0.93% | 32 |
|
|
2014
Q3 | $840K | Buy |
+26,450
| New | +$840K | 0.58% | 57 |
|
|
2014
Q2 | – | Sell |
-18,300
| Closed | -$811K | – | 131 |
|
|
2014
Q1 | $811K | Sell |
18,300
-1,450
| -7% | -$64.3K | 0.56% | 62 |
|
|
2013
Q4 | $829K | Sell |
19,750
-3,450
| -15% | -$145K | 0.57% | 57 |
|
|
2013
Q3 | $780K | Sell |
23,200
-200
| -0.9% | -$6.72K | 0.56% | 57 |
|
|
2013
Q2 | $615K | Buy |
+23,400
| New | +$615K | 0.47% | 67 |
|