Clear Perspective Advisors’s Terex TEX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-13,088	Closed	-$411K	–	145
2019 Q3	$411K	Hold	13,088	–	–	0.19%	95
2019 Q2	$411K	Buy	13,088 +4,553	+53%	+$143K	0.26%	90
2019 Q1	$287K	Hold	8,535	–	–	0.2%	106
2018 Q4	$235K	Hold	8,535	–	–	0.2%	121
2018 Q3	$341K	Hold	8,535	–	–	0.25%	105
2018 Q2	$360K	Buy	8,535 +3,266	+62%	+$138K	0.25%	104
2018 Q1	$197K	Hold	5,269	–	–	0.15%	135
2017 Q4	$254K	Hold	5,269	–	–	0.19%	120
2017 Q3	$237K	Hold	5,269	–	–	0.19%	121
2017 Q2	$198K	Buy	+5,269	New	+$198K	0.17%	123