Financial Architects (New Jersey)’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,500
| Closed | -$69K | – | 1375 |
|
|
2018
Q4 | $69K | Buy |
+2,500
| New | +$69K | 0.01% | 438 |
|
|
2018
Q3 | – | Sell |
-1,325
| Closed | -$56K | – | 1381 |
|
|
2018
Q2 | $56K | Hold |
1,325
| – | – | 0.01% | 534 |
|
|
2018
Q1 | $50K | Buy |
+1,325
| New | +$50K | 0.01% | 539 |
|
|
2017
Q1 | – | Sell |
-325
| Closed | -$10K | – | 1520 |
|
|
2016
Q4 | $10K | Sell |
325
-2,575
| -89% | -$79.2K | ﹤0.01% | 1002 |
|
|
2016
Q3 | $74K | Hold |
2,900
| – | – | 0.02% | 464 |
|
|
2016
Q2 | $59K | Buy |
+2,900
| New | +$59K | 0.02% | 502 |
|
|
2014
Q4 | – | Sell |
-100
| Closed | -$3K | – | 1003 |
|
|
2014
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 791 |
|