Integrated Wealth Management’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-9
| Closed | – | – | 919 |
|
|
2016
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 1313 |
|
|
2016
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 1367 |
|
|
2016
Q1 | $0 | Sell |
9
-11
| -55% | – | ﹤0.01% | 1312 |
|
|
2015
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 1383 |
|
|
2015
Q3 | $0 | Sell |
20
-60
| -75% | – | ﹤0.01% | 1379 |
|
|
2015
Q2 | $2K | Buy |
80
+60
| +300% | +$1.5K | ﹤0.01% | 1159 |
|
|
2015
Q1 | $0 | Buy |
+20
| New | – | ﹤0.01% | 1359 |
|