IIA
IPG Investment Advisors’s Terex TEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-197,300
| Closed | -$4.01M | – | 135 |
|
|
2016
Q2 | $4.01M | Sell |
197,300
-3,770
| -2% | -$76.6K | 1.66% | 17 |
|
|
2016
Q1 | $5M | Sell |
201,070
-1,690
| -0.8% | -$42K | 2.25% | 12 |
|
|
2015
Q4 | $3.75M | Hold |
202,760
| – | – | 1.73% | 14 |
|
|
2015
Q3 | $3.64M | Sell |
202,760
-138,600
| -41% | -$2.49M | 1.69% | 15 |
|
|
2015
Q2 | $7.94M | Buy |
341,360
+350
| +0.1% | +$8.14K | 2.88% | 10 |
|
|
2015
Q1 | $9.07M | Buy |
341,010
+55,665
| +20% | +$1.48M | 3.44% | 8 |
|
|
2014
Q4 | $7.96M | Hold |
285,345
| – | – | 3.1% | 9 |
|
|
2014
Q3 | $9.07M | Buy |
+285,345
| New | +$9.07M | 3.27% | 7 |
|