Greenleaf Trust’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,203
| Closed | -$222K | – | 857 |
|
|
2024
Q3 | $222K | Buy |
4,203
+286
| +7% | +$15.1K | ﹤0.01% | 768 |
|
|
2024
Q2 | $215K | Buy |
3,917
+2
| +0.1% | +$110 | ﹤0.01% | 740 |
|
|
2024
Q1 | $252K | Hold |
3,915
| – | – | ﹤0.01% | 663 |
|
|
2023
Q4 | $225K | Sell |
3,915
-7
| -0.2% | -$402 | ﹤0.01% | 687 |
|
|
2023
Q3 | $226K | Sell |
3,922
-318
| -8% | -$18.3K | ﹤0.01% | 670 |
|
|
2023
Q2 | $254K | Buy |
4,240
+12
| +0.3% | +$718 | ﹤0.01% | 645 |
|
|
2023
Q1 | $205K | Buy |
+4,228
| New | +$205K | ﹤0.01% | 728 |
|