DPW
DiNuzzo Private Wealth’s Terex TEX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $421 | Sell |
9
-1
| -10% | -$47 | ﹤0.01% | 1113 |
|
2025
Q1 | $378 | Sell |
10
-3
| -23% | -$113 | ﹤0.01% | 1137 |
|
2024
Q4 | $601 | Sell |
13
-2
| -13% | -$92 | ﹤0.01% | 1022 |
|
2024
Q3 | $794 | Buy |
15
+2
| +15% | +$106 | ﹤0.01% | 949 |
|
2024
Q2 | $713 | Buy |
13
+2
| +18% | +$110 | ﹤0.01% | 923 |
|
2024
Q1 | $709 | Hold |
11
| – | – | ﹤0.01% | 859 |
|
2023
Q4 | $633 | Buy |
+11
| New | +$633 | ﹤0.01% | 894 |
|