Berman Capital Advisors’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $12K | Buy |
294
+34
| +13% | +$1.39K | ﹤0.01% | 1134 |
|
|
2021
Q2 | $12K | Buy |
260
+1
| +0.4% | +$46 | ﹤0.01% | 1094 |
|
|
2021
Q1 | $11K | Hold |
259
| – | – | ﹤0.01% | 1009 |
|
|
2020
Q4 | $9K | Hold |
259
| – | – | ﹤0.01% | 966 |
|
|
2020
Q3 | $5K | Sell |
259
-22
| -8% | -$425 | ﹤0.01% | 1064 |
|
|
2020
Q2 | $4K | Buy |
281
+259
| +1,177% | +$3.69K | ﹤0.01% | 1085 |
|
|
2020
Q1 | $0 | Sell |
22
-162
| -88% | – | ﹤0.01% | 1663 |
|
|
2019
Q4 | $5K | Buy |
184
+48
| +35% | +$1.3K | ﹤0.01% | 994 |
|
|
2019
Q3 | $3K | Buy |
136
+1
| +0.7% | +$22 | ﹤0.01% | 1107 |
|
|
2019
Q2 | $4K | Buy |
+135
| New | +$4K | ﹤0.01% | 1037 |
|
|
2019
Q1 | – | Sell |
-5
| Closed | – | – | 1480 |
|
|
2018
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1265 |
|