CAPTRUST Financial Advisors’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,140
| Closed | -$202K | – | 2250 |
|
|
2024
Q1 | $202K | Sell |
3,140
-1,059
| -25% | -$68.2K | ﹤0.01% | 1990 |
|
|
2023
Q4 | $241K | Buy |
4,199
+408
| +11% | +$23.4K | ﹤0.01% | 2264 |
|
|
2023
Q3 | $218K | Buy |
3,791
+16
| +0.4% | +$922 | ﹤0.01% | 2231 |
|
|
2023
Q2 | $226K | Buy |
+3,775
| New | +$226K | ﹤0.01% | 2174 |
|
|
2022
Q3 | – | Sell |
-2,306
| Closed | -$63K | – | 3853 |
|
|
2022
Q2 | $63K | Buy |
2,306
+265
| +13% | +$7.24K | ﹤0.01% | 2563 |
|
|
2022
Q1 | $73K | Sell |
2,041
-149
| -7% | -$5.33K | ﹤0.01% | 2508 |
|
|
2021
Q4 | $96K | Buy |
2,190
+114
| +5% | +$5K | ﹤0.01% | 2200 |
|
|
2021
Q3 | $87K | Buy |
2,076
+3
| +0.1% | +$126 | ﹤0.01% | 2184 |
|
|
2021
Q2 | $99K | Buy |
2,073
+117
| +6% | +$5.59K | ﹤0.01% | 2041 |
|
|
2021
Q1 | $90K | Buy |
1,956
+771
| +65% | +$35.5K | ﹤0.01% | 2032 |
|
|
2020
Q4 | $41K | Buy |
1,185
+82
| +7% | +$2.84K | ﹤0.01% | 1917 |
|
|
2020
Q3 | $22K | Buy |
1,103
+60
| +6% | +$1.2K | ﹤0.01% | 1936 |
|
|
2020
Q2 | $19K | Buy |
+1,043
| New | +$19K | ﹤0.01% | 1964 |
|
|
2019
Q1 | – | Sell |
-130
| Closed | -$4K | – | 1893 |
|
|
2018
Q4 | $4K | Buy |
+130
| New | +$4K | ﹤0.01% | 1396 |
|
|
2018
Q2 | – | Sell |
-76
| Closed | -$3K | – | 1605 |
|
|
2018
Q1 | $3K | Buy |
+76
| New | +$3K | ﹤0.01% | 1210 |
|