Capital Advisors Ltd’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40K | Hold |
851
| – | – | ﹤0.01% | 515 |
|
|
2025
Q1 | $32K | Hold |
851
| – | – | ﹤0.01% | 540 |
|
|
2024
Q4 | $39K | Hold |
851
| – | – | ﹤0.01% | 499 |
|
|
2024
Q3 | $45K | Hold |
851
| – | – | 0.01% | 472 |
|
|
2024
Q2 | $47K | Hold |
851
| – | – | 0.01% | 454 |
|
|
2024
Q1 | $55K | Hold |
851
| – | – | 0.01% | 426 |
|
|
2023
Q4 | $49K | Hold |
851
| – | – | 0.01% | 427 |
|
|
2023
Q3 | $49K | Hold |
851
| – | – | 0.01% | 412 |
|
|
2023
Q2 | $51K | Buy |
+851
| New | +$51K | 0.01% | 421 |
|
|
2023
Q1 | – | Sell |
-851
| Closed | – | – | 1547 |
|
|
2022
Q4 | $0 | Buy |
+851
| New | – | ﹤0.01% | 1634 |
|