EverSource Wealth Advisors’s Terex TEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.5K | Buy |
590
+369
| +167% | +$17.2K | ﹤0.01% | 2031 |
|
|
2025
Q1 | $8.35K | Buy |
221
+110
| +99% | +$4.16K | ﹤0.01% | 2209 |
|
|
2024
Q4 | $5.13K | Buy |
111
+36
| +48% | +$1.66K | ﹤0.01% | 2332 |
|
|
2024
Q3 | $3.97K | Buy |
75
+39
| +108% | +$2.06K | ﹤0.01% | 2318 |
|
|
2024
Q2 | $2.28K | Sell |
36
-10
| -22% | -$633 | ﹤0.01% | 2508 |
|
|
2024
Q1 | $2.58K | Buy |
46
+19
| +70% | +$1.07K | ﹤0.01% | 2306 |
|
|
2023
Q4 | $1.55K | Buy |
27
+14
| +108% | +$804 | ﹤0.01% | 2254 |
|
|
2023
Q3 | $749 | Hold |
13
| – | – | ﹤0.01% | 2314 |
|
|
2023
Q2 | $778 | Sell |
13
-7
| -35% | -$419 | ﹤0.01% | 2276 |
|
|
2023
Q1 | $967 | Sell |
20
-123
| -86% | -$5.95K | ﹤0.01% | 2124 |
|
|
2022
Q4 | $6.11K | Sell |
143
-46
| -24% | -$1.97K | ﹤0.01% | 1527 |
|
|
2022
Q3 | $6K | Buy |
+189
| New | +$6K | ﹤0.01% | 1324 |
|