Janney Montgomery Scott’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,460
| Closed | -$448K | – | 2843 |
|
|
2024
Q3 | $448K | Sell |
8,460
-9,678
| -53% | -$512K | ﹤0.01% | 2044 |
|
|
2024
Q2 | $995K | Sell |
18,138
-895
| -5% | -$49.1K | ﹤0.01% | 1447 |
|
|
2024
Q1 | $1.23M | Sell |
19,033
-111
| -0.6% | -$7.15K | ﹤0.01% | 1416 |
|
|
2023
Q4 | $1.1M | Sell |
19,144
-2,619
| -12% | -$150K | ﹤0.01% | 1390 |
|
|
2023
Q3 | $1.25M | Buy |
21,763
+729
| +3% | +$42K | ﹤0.01% | 1223 |
|
|
2023
Q2 | $1.26M | Buy |
21,034
+5,293
| +34% | +$317K | ﹤0.01% | 1287 |
|
|
2023
Q1 | $762K | Buy |
15,741
+3,069
| +24% | +$149K | ﹤0.01% | 1479 |
|
|
2022
Q4 | $541K | Buy |
12,672
+5,351
| +73% | +$228K | ﹤0.01% | 1717 |
|
|
2022
Q3 | $218K | Buy |
+7,321
| New | +$218K | ﹤0.01% | 2229 |
|
|
2018
Q4 | – | Sell |
-15,705
| Closed | -$627K | – | 2050 |
|
|
2018
Q3 | $627K | Sell |
15,705
-267
| -2% | -$10.7K | 0.01% | 1323 |
|
|
2018
Q2 | $674K | Sell |
15,972
-616
| -4% | -$26K | 0.01% | 1225 |
|
|
2018
Q1 | $621K | Buy |
16,588
+648
| +4% | +$24.3K | 0.01% | 1214 |
|
|
2017
Q4 | $769K | Buy |
+15,940
| New | +$769K | 0.01% | 1076 |
|
|
2014
Q4 | – | Sell |
-13,455
| Closed | -$427K | – | 2387 |
|
|
2014
Q3 | $427K | Buy |
13,455
+563
| +4% | +$17.9K | 0.01% | 1394 |
|
|
2014
Q2 | $530K | Sell |
12,892
-695
| -5% | -$28.6K | 0.01% | 1209 |
|
|
2014
Q1 | $602K | Sell |
13,587
-1,767
| -12% | -$78.3K | 0.01% | 1005 |
|
|
2013
Q4 | $645K | Buy |
15,354
+5,247
| +52% | +$220K | 0.02% | 926 |
|
|
2013
Q3 | $340K | Buy |
+10,107
| New | +$340K | 0.01% | 1257 |
|