Mackenzie Financial’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,897
| Closed | -$457K | – | 1790 |
|
|
2024
Q4 | $457K | Buy |
9,897
+5,497
| +125% | +$254K | ﹤0.01% | 1214 |
|
|
2024
Q3 | $233K | Sell |
4,400
-530
| -11% | -$28K | ﹤0.01% | 1307 |
|
|
2024
Q2 | $270K | Hold |
4,930
| – | – | ﹤0.01% | 1206 |
|
|
2024
Q1 | $317K | Hold |
4,930
| – | – | ﹤0.01% | 1149 |
|
|
2023
Q4 | $283K | Sell |
4,930
-2,985
| -38% | -$172K | ﹤0.01% | 1178 |
|
|
2023
Q3 | $432K | Hold |
7,915
| – | – | ﹤0.01% | 1033 |
|
|
2023
Q2 | $483K | Hold |
7,915
| – | – | ﹤0.01% | 1030 |
|
|
2023
Q1 | $383K | Buy |
7,915
+700
| +10% | +$33.9K | ﹤0.01% | 1098 |
|
|
2022
Q4 | $308K | Buy |
+7,215
| New | +$308K | ﹤0.01% | 1084 |
|
|
2018
Q4 | – | Sell |
-6,088
| Closed | -$243K | – | 1232 |
|
|
2018
Q3 | $243K | Buy |
+6,088
| New | +$243K | ﹤0.01% | 1027 |
|
|
2018
Q1 | – | Sell |
-117,375
| Closed | -$5.66M | – | 963 |
|
|
2017
Q4 | $5.66M | Buy |
+117,375
| New | +$5.66M | 0.01% | 416 |
|