Carolinas Wealth Consulting’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8
| Closed | -$442 | – | 1150 |
|
|
2023
Q4 | $442 | Hold |
8
| – | – | ﹤0.01% | 940 |
|
|
2023
Q3 | $352 | Sell |
8
-4
| -33% | -$176 | ﹤0.01% | 970 |
|
|
2023
Q2 | $710 | Hold |
12
| – | – | ﹤0.01% | 949 |
|
|
2023
Q1 | $581 | Buy |
12
+2
| +20% | +$97 | ﹤0.01% | 978 |
|
|
2022
Q4 | $427 | Buy |
+10
| New | +$427 | ﹤0.01% | 1019 |
|