Kelly Financial Services’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8
| Closed | -$439 | – | 695 |
|
|
2024
Q2 | $439 | Hold |
8
| – | – | ﹤0.01% | 716 |
|
|
2024
Q1 | $515 | Sell |
8
-2
| -20% | -$129 | ﹤0.01% | 707 |
|
|
2023
Q4 | $575 | Sell |
10
-2
| -17% | -$115 | ﹤0.01% | 689 |
|
|
2023
Q3 | $691 | Hold |
12
| – | – | ﹤0.01% | 662 |
|
|
2023
Q2 | $718 | Buy |
12
+1
| +9% | +$60 | ﹤0.01% | 629 |
|
|
2023
Q1 | $532 | Hold |
11
| – | – | ﹤0.01% | 627 |
|
|
2022
Q4 | $470 | Buy |
11
+4
| +57% | +$171 | ﹤0.01% | 608 |
|
|
2022
Q3 | $208 | Hold |
7
| – | – | ﹤0.01% | 651 |
|
|
2022
Q2 | $192 | Hold |
7
| – | – | ﹤0.01% | 645 |
|
|
2022
Q1 | $250 | Hold |
7
| – | – | ﹤0.01% | 634 |
|
|
2021
Q4 | $308 | Hold |
7
| – | – | ﹤0.01% | 646 |
|
|
2021
Q3 | $295 | Buy |
+7
| New | +$295 | ﹤0.01% | 618 |
|