Lenox Wealth Advisors’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,631
| Closed | -$128K | – | 674 |
|
|
2020
Q3 | $128K | Hold |
6,631
| – | – | 0.02% | 102 |
|
|
2020
Q2 | $124K | Buy |
+6,631
| New | +$124K | 0.02% | 93 |
|
|
2019
Q1 | – | Sell |
-18,581
| Closed | -$512K | – | 626 |
|
|
2018
Q4 | $512K | Hold |
18,581
| – | – | 0.11% | 32 |
|
|
2018
Q3 | $742K | Buy |
+18,581
| New | +$742K | 0.15% | 27 |
|
|
2014
Q1 | – | Sell |
-63
| Closed | -$3K | – | 320 |
|
|
2013
Q4 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 278 |
|