John G. Ullman & Associates’s Terex TEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
Sell
-41,800
Closed -$1.17M 147
2014
Q4
$1.17M Sell
41,800
-22,400
-35% -$624K 0.22% 96
2014
Q3
$2.04M Buy
64,200
+15,600
+32% +$496K 0.39% 71
2014
Q2
$2M Buy
+48,600
New +$2M 0.36% 76