Howe & Rusling’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-200
| Closed | -$6K | – | 958 |
|
|
2022
Q3 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 637 |
|
|
2017
Q3 | – | Sell |
-287
| Closed | -$11K | – | 972 |
|
|
2017
Q2 | $11K | Hold |
287
| – | – | ﹤0.01% | 467 |
|
|
2017
Q1 | $9K | Sell |
287
-47
| -14% | -$1.47K | ﹤0.01% | 538 |
|
|
2016
Q4 | $11K | Sell |
334
-55
| -14% | -$1.81K | ﹤0.01% | 482 |
|
|
2016
Q3 | $10K | Sell |
389
-230
| -37% | -$5.91K | ﹤0.01% | 521 |
|
|
2016
Q2 | $13K | Buy |
619
+4
| +0.7% | +$84 | ﹤0.01% | 437 |
|
|
2016
Q1 | $15K | Sell |
615
-39
| -6% | -$951 | ﹤0.01% | 454 |
|
|
2015
Q4 | $12K | Hold |
654
| – | – | ﹤0.01% | 467 |
|
|
2015
Q3 | $12K | Buy |
654
+47
| +8% | +$862 | ﹤0.01% | 471 |
|
|
2015
Q2 | $14K | Hold |
607
| – | – | ﹤0.01% | 466 |
|
|
2015
Q1 | $16K | Buy |
607
+41
| +7% | +$1.08K | ﹤0.01% | 430 |
|
|
2014
Q4 | $16K | Hold |
566
| – | – | ﹤0.01% | 433 |
|
|
2014
Q3 | $18K | Sell |
566
-33
| -6% | -$1.05K | ﹤0.01% | 405 |
|
|
2014
Q2 | $25K | Sell |
599
-52
| -8% | -$2.17K | 0.01% | 362 |
|
|
2014
Q1 | $29K | Sell |
651
-42
| -6% | -$1.87K | 0.01% | 402 |
|
|
2013
Q4 | $29K | Hold |
693
| – | – | 0.01% | 359 |
|
|
2013
Q3 | $24K | Buy |
693
+10
| +1% | +$346 | 0.01% | 447 |
|
|
2013
Q2 | $18K | Buy |
+683
| New | +$18K | 0.01% | 510 |
|