Independent Portfolio Consultants’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-215
| Closed | -$4K | – | 803 |
|
|
2015
Q3 | $4K | Sell |
215
-930
| -81% | -$17.3K | ﹤0.01% | 768 |
|
|
2015
Q2 | $27K | Sell |
1,145
-13,145
| -92% | -$310K | 0.01% | 690 |
|
|
2015
Q1 | $380K | Sell |
14,290
-1,143
| -7% | -$30.4K | 0.08% | 278 |
|
|
2014
Q4 | $430K | Sell |
15,433
-1,455
| -9% | -$40.5K | 0.09% | 267 |
|
|
2014
Q3 | $537K | Buy |
16,888
+180
| +1% | +$5.72K | 0.14% | 208 |
|
|
2014
Q2 | $687K | Sell |
16,708
-140
| -0.8% | -$5.76K | 0.19% | 151 |
|
|
2014
Q1 | $746K | Sell |
16,848
-4,295
| -20% | -$190K | 0.24% | 132 |
|
|
2013
Q4 | $888K | Sell |
21,143
-2,369
| -10% | -$99.5K | 0.31% | 79 |
|
|
2013
Q3 | $790K | Buy |
23,512
+2,104
| +10% | +$70.7K | 0.32% | 83 |
|
|
2013
Q2 | $563K | Buy |
+21,408
| New | +$563K | 0.25% | 145 |
|