Loveless Wealth Management’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $280K | Hold |
10,235
| – | – | 0.18% | 108 |
|
|
2022
Q1 | $365K | Hold |
10,235
| – | – | 0.21% | 107 |
|
|
2021
Q4 | $450K | Hold |
10,235
| – | – | 0.25% | 105 |
|
|
2021
Q3 | $431K | Hold |
10,235
| – | – | 0.26% | 104 |
|
|
2021
Q2 | $487K | Sell |
10,235
-420
| -4% | -$20K | 0.3% | 95 |
|
|
2021
Q1 | $491K | Hold |
10,655
| – | – | 0.32% | 91 |
|
|
2020
Q4 | $372K | Sell |
10,655
-300
| -3% | -$10.5K | 0.27% | 92 |
|
|
2020
Q3 | $212K | Hold |
10,955
| – | – | 0.18% | 108 |
|
|
2020
Q2 | $206K | Sell |
10,955
-400
| -4% | -$7.52K | 0.19% | 110 |
|
|
2020
Q1 | $163K | Sell |
11,355
-600
| -5% | -$8.61K | 0.19% | 93 |
|
|
2019
Q4 | $351K | Buy |
+11,955
| New | +$351K | 0.3% | 85 |
|