Disciplined Investments’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13
| Closed | -$778 | – | 1388 |
|
|
2023
Q2 | $778 | Sell |
13
-1
| -7% | -$60 | ﹤0.01% | 1068 |
|
|
2023
Q1 | $677 | Buy |
14
+2
| +17% | +$97 | ﹤0.01% | 1131 |
|
|
2022
Q4 | $513 | Hold |
12
| – | – | ﹤0.01% | 1188 |
|
|
2022
Q3 | $0 | Buy |
12
+6
| +100% | – | ﹤0.01% | 1611 |
|
|
2022
Q2 | $0 | Sell |
6
-3
| -33% | – | ﹤0.01% | 1615 |
|
|
2022
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1613 |
|