Exencial Wealth Advisors’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 |
-4,515
| Closed | -$209K | – | 510 |
|
|
2024
Q4 | $209K | Buy |
4,515
+26
| +0.6% | +$1.2K | 0.01% | 477 |
|
|
2024
Q3 | $238K | Sell |
4,489
-50
| -1% | -$2.65K | 0.01% | 453 |
|
|
2024
Q2 | $249K | Buy |
4,539
+1
| +0% | +$55 | 0.01% | 441 |
|
|
2024
Q1 | $292K | Sell |
4,538
-10
| -0.2% | -$644 | 0.01% | 430 |
|
|
2023
Q4 | $261K | Buy |
4,548
+556
| +14% | +$31.9K | 0.01% | 428 |
|
|
2023
Q3 | $230K | Buy |
3,992
+6
| +0.2% | +$346 | 0.01% | 387 |
|
|
2023
Q2 | $238K | Buy |
+3,986
| New | +$238K | 0.01% | 399 |
|