Dakota Wealth Management’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,150
| Closed | -$284K | – | 796 |
|
|
2024
Q4 | $284K | Hold |
6,150
| – | – | 0.01% | 616 |
|
|
2024
Q3 | $325K | Sell |
6,150
-300
| -5% | -$15.9K | 0.01% | 575 |
|
|
2024
Q2 | $354K | Sell |
6,450
-100
| -2% | -$5.48K | 0.01% | 548 |
|
|
2024
Q1 | $422K | Hold |
6,550
| – | – | 0.01% | 529 |
|
|
2023
Q4 | $376K | Hold |
6,550
| – | – | 0.01% | 465 |
|
|
2023
Q3 | $377K | Sell |
6,550
-1,175
| -15% | -$67.7K | 0.02% | 460 |
|
|
2023
Q2 | $462K | Hold |
7,725
| – | – | 0.02% | 396 |
|
|
2023
Q1 | $374K | Sell |
7,725
-1,110
| -13% | -$53.7K | 0.03% | 416 |
|
|
2022
Q4 | $377K | Sell |
8,835
-1,400
| -14% | -$59.8K | 0.03% | 404 |
|
|
2022
Q3 | $304K | Buy |
+10,235
| New | +$304K | 0.02% | 419 |
|