Chicago Partners Investment Group’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,850
| Closed | -$57K | – | 853 |
|
|
2018
Q3 | $57K | Buy |
1,850
+400
| +28% | +$12.3K | 0.01% | 498 |
|
|
2018
Q2 | $61K | Buy |
1,450
+1,100
| +314% | +$46.3K | 0.01% | 453 |
|
|
2018
Q1 | $13K | Hold |
350
| – | – | ﹤0.01% | 728 |
|
|
2017
Q4 | $17K | Hold |
350
| – | – | ﹤0.01% | 654 |
|
|
2017
Q3 | $16K | Sell |
350
-350
| -50% | -$16K | ﹤0.01% | 687 |
|
|
2017
Q2 | $24K | Buy |
+700
| New | +$24K | 0.01% | 490 |
|