J.P. Morgan Private Wealth Advisors’s Terex TEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $292K | Sell |
5,071
-63
| -1% | -$3.63K | ﹤0.01% | 1488 |
|
|
2023
Q2 | $307K | Sell |
5,134
-410
| -7% | -$24.5K | ﹤0.01% | 1233 |
|
|
2023
Q1 | $268K | Buy |
5,544
+624
| +13% | +$30.2K | ﹤0.01% | 1726 |
|
|
2022
Q4 | $210K | Buy |
+4,920
| New | +$210K | ﹤0.01% | 1809 |
|
|
2022
Q2 | – | Sell |
-5,755
| Closed | -$205K | – | 2020 |
|
|
2022
Q1 | $205K | Buy |
+5,755
| New | +$205K | ﹤0.01% | 1903 |
|
|
2014
Q4 | – | Sell |
-6,513
| Closed | -$207K | – | 1140 |
|
|
2014
Q3 | $207K | Buy |
+6,513
| New | +$207K | ﹤0.01% | 975 |
|
|
2014
Q2 | – | Sell |
-6,275
| Closed | -$278K | – | 913 |
|
|
2014
Q1 | $278K | Buy |
+6,275
| New | +$278K | 0.01% | 737 |
|