HL Financial Services’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-49,421
| Closed | -$1M | – | 676 |
|
|
2016
Q2 | $1M | Buy |
49,421
+7,520
| +18% | +$153K | 0.02% | 316 |
|
|
2016
Q1 | $1.04M | Buy |
41,901
+12,301
| +42% | +$306K | 0.03% | 300 |
|
|
2015
Q4 | $547K | Buy |
29,600
+10,496
| +55% | +$194K | 0.01% | 424 |
|
|
2015
Q3 | $343K | Sell |
19,104
-6,350
| -25% | -$114K | 0.01% | 501 |
|
|
2015
Q2 | $592K | Buy |
25,454
+8,588
| +51% | +$200K | 0.02% | 425 |
|
|
2015
Q1 | $449K | Buy |
16,866
+3,606
| +27% | +$96K | 0.01% | 481 |
|
|
2014
Q4 | $370K | Buy |
13,260
+2,179
| +20% | +$60.8K | 0.01% | 504 |
|
|
2014
Q3 | $352K | Buy |
11,081
+1,223
| +12% | +$38.9K | 0.01% | 499 |
|
|
2014
Q2 | $405K | Buy |
9,858
+1,439
| +17% | +$59.1K | 0.01% | 471 |
|
|
2014
Q1 | $373K | Buy |
8,419
+1,770
| +27% | +$78.4K | 0.01% | 469 |
|
|
2013
Q4 | $279K | Buy |
+6,649
| New | +$279K | 0.01% | 525 |
|