Hartford Financial Management’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-700
| Closed | -$33K | – | 360 |
|
|
2017
Q4 | $33K | Hold |
700
| – | – | 0.02% | 197 |
|
|
2017
Q3 | $31K | Hold |
700
| – | – | 0.02% | 213 |
|
|
2017
Q2 | $26K | Hold |
700
| – | – | 0.01% | 220 |
|
|
2017
Q1 | $21K | Hold |
700
| – | – | 0.01% | 218 |
|
|
2016
Q4 | $22K | Buy |
700
+200
| +40% | +$6.29K | 0.01% | 187 |
|
|
2016
Q3 | $12K | Hold |
500
| – | – | 0.01% | 228 |
|
|
2016
Q2 | $10K | Hold |
500
| – | – | 0.01% | 215 |
|
|
2016
Q1 | $12K | Hold |
500
| – | – | 0.01% | 202 |
|
|
2015
Q4 | $9K | Buy |
+500
| New | +$9K | 0.01% | 213 |
|
|
2015
Q3 | – | Sell |
-500
| Closed | -$11K | – | 271 |
|
|
2015
Q2 | $11K | Buy |
+500
| New | +$11K | 0.01% | 211 |
|
|
2014
Q2 | – | Sell |
-600
| Closed | -$26K | – | 290 |
|
|
2014
Q1 | $26K | Hold |
600
| – | – | 0.02% | 168 |
|
|
2013
Q4 | $25K | Sell |
600
-1,300
| -68% | -$54.2K | 0.02% | 164 |
|
|
2013
Q3 | $63K | Buy |
1,900
+500
| +36% | +$16.6K | 0.04% | 155 |
|
|
2013
Q2 | $37K | Buy |
+1,400
| New | +$37K | 0.03% | 164 |
|