IIM
Ironwood Investment Management’s Terex TEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-27,427
| Closed | -$697K | – | 171 |
|
|
2016
Q3 | $697K | Sell |
27,427
-5,224
| -16% | -$133K | 0.54% | 73 |
|
|
2016
Q2 | $663K | Sell |
32,651
-26,730
| -45% | -$543K | 0.5% | 78 |
|
|
2016
Q1 | $1.48M | Sell |
59,381
-49,473
| -45% | -$1.23M | 0.97% | 35 |
|
|
2015
Q4 | $2.01M | Sell |
108,854
-22,647
| -17% | -$419K | 0.83% | 53 |
|
|
2015
Q3 | $2.36M | Sell |
131,501
-60,697
| -32% | -$1.09M | 0.87% | 50 |
|
|
2015
Q2 | $4.47M | Sell |
192,198
-47,857
| -20% | -$1.11M | 1.03% | 41 |
|
|
2015
Q1 | $6.38M | Sell |
240,055
-15,700
| -6% | -$417K | 1.18% | 32 |
|
|
2014
Q4 | $7.13M | Sell |
255,755
-12,314
| -5% | -$343K | 1.3% | 27 |
|
|
2014
Q3 | $8.52M | Sell |
268,069
-20,570
| -7% | -$654K | 1.54% | 13 |
|
|
2014
Q2 | $11.9M | Sell |
288,639
-37,700
| -12% | -$1.55M | 1.89% | 6 |
|
|
2014
Q1 | $14.5M | Sell |
326,339
-22,286
| -6% | -$987K | 2.1% | 4 |
|
|
2013
Q4 | $14.6M | Buy |
348,625
+11,832
| +4% | +$497K | 2.04% | 5 |
|
|
2013
Q3 | $11.3M | Buy |
336,793
+7,848
| +2% | +$264K | 1.78% | 8 |
|
|
2013
Q2 | $8.65M | Buy |
+328,945
| New | +$8.65M | 1.54% | 17 |
|