Jade Capital Advisors’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,000
| Closed | -$575K | – | 94 |
|
|
2023
Q4 | $575K | Buy |
+10,000
| New | +$575K | 0.34% | 65 |
|
|
2023
Q1 | – | Sell |
-5,000
| Closed | -$214K | – | 74 |
|
|
2022
Q4 | $214K | Buy |
+5,000
| New | +$214K | 0.62% | 39 |
|
|
2021
Q2 | – | Sell |
-60,000
| Closed | -$2.76M | – | 90 |
|
|
2021
Q1 | $2.76M | Buy |
+60,000
| New | +$2.76M | 1.1% | 32 |
|