Mascoma Wealth Management’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-90
| Closed | -$3K | – | 306 |
|
|
2019
Q2 | $3K | Sell |
90
-160
| -64% | -$5.33K | ﹤0.01% | 328 |
|
|
2019
Q1 | $8K | Sell |
250
-770
| -75% | -$24.6K | 0.01% | 284 |
|
|
2018
Q4 | $28K | Sell |
1,020
-530
| -34% | -$14.5K | 0.02% | 180 |
|
|
2018
Q3 | $62K | Sell |
1,550
-140
| -8% | -$5.6K | 0.04% | 150 |
|
|
2018
Q2 | $71K | Hold |
1,690
| – | – | 0.05% | 130 |
|
|
2018
Q1 | $63K | Sell |
1,690
-825
| -33% | -$30.8K | 0.04% | 134 |
|
|
2017
Q4 | $114K | Sell |
2,515
-750
| -23% | -$34K | 0.07% | 101 |
|
|
2017
Q3 | $147K | Hold |
3,265
| – | – | 0.1% | 91 |
|
|
2017
Q2 | $122K | Hold |
3,265
| – | – | 0.08% | 101 |
|
|
2017
Q1 | $103K | Sell |
3,265
-240
| -7% | -$7.57K | 0.07% | 97 |
|
|
2016
Q4 | $111K | Buy |
+3,505
| New | +$111K | 0.08% | 96 |
|