Mount Yale Investment Advisors’s Terex TEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-3,144
Closed -$102K 727
2018
Q3
$102K Buy
3,144
+1,144
+57% +$37.1K 0.02% 438
2018
Q2
$84K Buy
+2,000
New +$84K 0.02% 518