Jackson Creek Investment Advisors’s Terex TEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-18,694
| Closed | -$1.08M | – | 362 |
|
2023
Q3 | $1.08M | Buy |
18,694
+1,741
| +10% | +$100K | 0.45% | 46 |
|
2023
Q2 | $1.01M | Buy |
16,953
+547
| +3% | +$32.7K | 0.41% | 75 |
|
2023
Q1 | $794K | Sell |
16,406
-7,357
| -31% | -$356K | 0.33% | 166 |
|
2022
Q4 | $1.02M | Buy |
+23,763
| New | +$1.02M | 0.45% | 44 |
|
2021
Q4 | – | Sell |
-22,754
| Closed | -$958K | – | 352 |
|
2021
Q3 | $958K | Buy |
+22,754
| New | +$958K | 0.36% | 160 |
|