Cavalier Investments’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,299
| Closed | -$598K | – | 90 |
|
|
2024
Q3 | $598K | Buy |
11,299
+690
| +7% | +$36.5K | 0.18% | 79 |
|
|
2024
Q2 | $582K | Buy |
10,609
+310
| +3% | +$17K | 0.18% | 71 |
|
|
2024
Q1 | $663K | Buy |
10,299
+560
| +6% | +$36.1K | 0.24% | 69 |
|
|
2023
Q4 | $560K | Buy |
9,739
+223
| +2% | +$12.8K | 0.21% | 81 |
|
|
2023
Q3 | $548K | Buy |
9,516
+350
| +4% | +$20.2K | 0.21% | 77 |
|
|
2023
Q2 | $548K | Buy |
+9,166
| New | +$548K | 0.2% | 77 |
|