JFS Wealth Advisors’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374 | Sell |
8
-40
| -83% | -$1.87K | ﹤0.01% | 1739 |
|
|
2025
Q1 | $1.81K | Sell |
48
-3
| -6% | -$113 | ﹤0.01% | 1498 |
|
|
2024
Q4 | $2.36K | Hold |
51
| – | – | ﹤0.01% | 1410 |
|
|
2024
Q3 | $2.7K | Buy |
51
+2
| +4% | +$106 | ﹤0.01% | 1366 |
|
|
2024
Q2 | $2.69K | Hold |
49
| – | – | ﹤0.01% | 1322 |
|
|
2024
Q1 | $3.16K | Hold |
49
| – | – | ﹤0.01% | 1277 |
|
|
2023
Q4 | $2.82K | Hold |
49
| – | – | ﹤0.01% | 1284 |
|
|
2023
Q3 | $2.82K | Hold |
49
| – | – | ﹤0.01% | 1229 |
|
|
2023
Q2 | $2.93K | Sell |
49
-2
| -4% | -$120 | ﹤0.01% | 1240 |
|
|
2023
Q1 | $2.47K | Buy |
51
+2
| +4% | +$97 | ﹤0.01% | 1279 |
|
|
2022
Q4 | $2.09K | Buy |
49
+2
| +4% | +$85 | ﹤0.01% | 1350 |
|
|
2022
Q3 | $1K | Buy |
47
+10
| +27% | +$213 | ﹤0.01% | 1657 |
|
|
2022
Q2 | $1K | Buy |
37
+19
| +106% | +$514 | ﹤0.01% | 1645 |
|
|
2022
Q1 | $1K | Buy |
18
+6
| +50% | +$333 | ﹤0.01% | 1737 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1573 |
|
|
2016
Q2 | – | Sell |
-27
| Closed | -$1K | – | 610 |
|
|
2016
Q1 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 600 |
|