Brinker Capital Investments’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,986
| Closed | -$302K | – | 2049 |
|
|
2025
Q1 | $302K | Sell |
7,986
-523
| -6% | -$19.8K | ﹤0.01% | 1626 |
|
|
2024
Q4 | $393K | Buy |
8,509
+4,400
| +107% | +$203K | ﹤0.01% | 1430 |
|
|
2024
Q3 | $217K | Buy |
+4,109
| New | +$217K | ﹤0.01% | 1674 |
|
|
2023
Q3 | – | Sell |
-4,535
| Closed | -$271K | – | 1679 |
|
|
2023
Q2 | $271K | Buy |
+4,535
| New | +$271K | ﹤0.01% | 1442 |
|
|
2023
Q1 | – | Sell |
-5,738
| Closed | -$245K | – | 1646 |
|
|
2022
Q4 | $245K | Sell |
5,738
-1,759
| -23% | -$75.1K | ﹤0.01% | 1221 |
|
|
2022
Q3 | $223K | Buy |
+7,497
| New | +$223K | ﹤0.01% | 1237 |
|
|
2022
Q2 | – | Sell |
-5,821
| Closed | -$208K | – | 1420 |
|
|
2022
Q1 | $208K | Sell |
5,821
-1,619
| -22% | -$57.9K | ﹤0.01% | 1339 |
|
|
2021
Q4 | $327K | Buy |
+7,440
| New | +$327K | ﹤0.01% | 1210 |
|