First Allied Advisory Services’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-8,922
| Closed | -$203K | – | 1145 |
|
|
2015
Q2 | $203K | Buy |
+8,922
| New | +$203K | 0.01% | 1017 |
|
|
2014
Q3 | – | Sell |
-7,077
| Closed | -$285K | – | 1105 |
|
|
2014
Q2 | $285K | Sell |
7,077
-488
| -6% | -$19.7K | 0.02% | 732 |
|
|
2014
Q1 | $333K | Buy |
7,565
+1,293
| +21% | +$56.9K | 0.03% | 674 |
|
|
2013
Q4 | $263K | Buy |
+6,272
| New | +$263K | 0.02% | 722 |
|