Level Four Advisory Services’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,798
| Closed | -$507K | – | 847 |
|
|
2023
Q3 | $507K | Sell |
8,798
-53
| -0.6% | -$3.05K | 0.03% | 436 |
|
|
2023
Q2 | $530K | Buy |
8,851
+579
| +7% | +$34.6K | 0.03% | 450 |
|
|
2023
Q1 | $400K | Sell |
8,272
-229
| -3% | -$11.1K | 0.03% | 498 |
|
|
2022
Q4 | $363K | Buy |
+8,501
| New | +$363K | 0.03% | 476 |
|
|
2022
Q2 | – | Sell |
-11,959
| Closed | -$426K | – | 649 |
|
|
2022
Q1 | $426K | Buy |
11,959
+1,108
| +10% | +$39.5K | 0.03% | 442 |
|
|
2021
Q4 | $477K | Sell |
10,851
-3,910
| -26% | -$172K | 0.04% | 405 |
|
|
2021
Q3 | $621K | Buy |
14,761
+1,913
| +15% | +$80.5K | 0.06% | 256 |
|
|
2021
Q2 | $612K | Buy |
12,848
+3,594
| +39% | +$171K | 0.04% | 354 |
|
|
2021
Q1 | $426K | Buy |
9,254
+2,960
| +47% | +$136K | 0.03% | 416 |
|
|
2020
Q4 | $220K | Buy |
+6,294
| New | +$220K | 0.02% | 537 |
|