HAI
Hennessy Advisors Inc’s Terex TEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-77,700
| Closed | -$5M | – | 324 |
|
|
2024
Q1 | $5M | Buy |
77,700
+23,700
| +44% | +$1.53M | 0.21% | 131 |
|
|
2023
Q4 | $3.1M | Buy |
+54,000
| New | +$3.1M | 0.16% | 177 |
|
|
2014
Q1 | – | Sell |
-117,400
| Closed | -$4.93M | – | 357 |
|
|
2013
Q4 | $4.93M | Sell |
117,400
-6,600
| -5% | -$277K | 0.2% | 150 |
|
|
2013
Q3 | $4.17M | Sell |
124,000
-4,900
| -4% | -$165K | 0.19% | 157 |
|
|
2013
Q2 | $3.39M | Buy |
+128,900
| New | +$3.39M | 0.17% | 164 |
|