Lyell Wealth Management’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,000
| Closed | -$212K | – | 207 |
|
|
2024
Q3 | $212K | Hold |
4,000
| – | – | 0.02% | 200 |
|
|
2024
Q2 | $219K | Hold |
4,000
| – | – | 0.02% | 191 |
|
|
2024
Q1 | $258K | Hold |
4,000
| – | – | 0.03% | 175 |
|
|
2023
Q4 | $230K | Hold |
4,000
| – | – | 0.03% | 178 |
|
|
2023
Q3 | $230K | Hold |
4,000
| – | – | 0.03% | 169 |
|
|
2023
Q2 | $239K | Buy |
+4,000
| New | +$239K | 0.03% | 170 |
|