Glassman Wealth Services’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-34
| Closed | -$1.95K | – | 1641 |
|
|
2023
Q4 | $1.95K | Hold |
34
| – | – | ﹤0.01% | 1355 |
|
|
2023
Q3 | $1.96K | Hold |
34
| – | – | ﹤0.01% | 1332 |
|
|
2023
Q2 | $2.03K | Hold |
34
| – | – | ﹤0.01% | 1237 |
|
|
2023
Q1 | $1.65K | Hold |
34
| – | – | ﹤0.01% | 1300 |
|
|
2022
Q4 | $1.45K | Hold |
34
| – | – | ﹤0.01% | 1330 |
|
|
2022
Q3 | $1K | Buy |
34
+24
| +240% | +$706 | ﹤0.01% | 1543 |
|
|
2022
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 1988 |
|
|
2022
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1940 |
|
|
2021
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 1909 |
|
|
2021
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 1808 |
|
|
2021
Q2 | $0 | Buy |
10
+3
| +43% | – | ﹤0.01% | 1645 |
|
|
2021
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1630 |
|
|
2020
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 1511 |
|
|
2020
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1493 |
|
|
2020
Q2 | $0 | Sell |
7
-25
| -78% | – | ﹤0.01% | 1525 |
|
|
2020
Q1 | $0 | Buy |
+32
| New | – | ﹤0.01% | 1553 |
|
|
2019
Q4 | – | Sell |
-56
| Closed | -$1K | – | 1480 |
|
|
2019
Q3 | $1K | Sell |
56
-25
| -31% | -$446 | ﹤0.01% | 926 |
|
|
2019
Q2 | $3K | Buy |
81
+71
| +710% | +$2.63K | ﹤0.01% | 665 |
|
|
2019
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1203 |
|
|
2018
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 978 |
|
|
2018
Q1 | – | Sell |
-6
| Closed | – | – | 920 |
|
|
2017
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 788 |
|
|
2015
Q3 | – | Sell |
-298
| Closed | -$7K | – | 433 |
|
|
2015
Q2 | $7K | Sell |
298
-55
| -16% | -$1.29K | 0.01% | 358 |
|
|
2015
Q1 | $9K | Hold |
353
| – | – | 0.01% | 339 |
|
|
2014
Q4 | $10K | Buy |
+353
| New | +$10K | 0.01% | 367 |
|