National Planning Corporation’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,609
| Closed | -$209K | – | 744 |
|
|
2017
Q2 | $209K | Buy |
+5,609
| New | +$209K | 0.02% | 664 |
|
|
2015
Q1 | – | Sell |
-2,609
| Closed | -$66.5K | – | 1915 |
|
|
2014
Q4 | $66.5K | Buy |
+2,609
| New | +$66.5K | ﹤0.01% | 1117 |
|
|
2014
Q3 | – | Sell |
-7,009
| Closed | -$288K | – | 783 |
|
|
2014
Q2 | $288K | Buy |
7,009
+100
| +1% | +$4.11K | 0.02% | 573 |
|
|
2014
Q1 | $305K | Sell |
6,909
-900
| -12% | -$39.7K | 0.03% | 536 |
|
|
2013
Q4 | $324K | Sell |
7,809
-2,300
| -23% | -$95.4K | 0.03% | 496 |
|
|
2013
Q3 | $345K | Buy |
10,109
+1,500
| +17% | +$51.2K | 0.03% | 448 |
|
|
2013
Q2 | $223K | Buy |
+8,609
| New | +$223K | 0.03% | 461 |
|