New England Research & Management’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-17,050
| Closed | -$320K | – | 159 |
|
|
2020
Q2 | $320K | Sell |
17,050
-350
| -2% | -$6.57K | 0.23% | 119 |
|
|
2020
Q1 | $250K | Hold |
17,400
| – | – | 0.21% | 118 |
|
|
2019
Q4 | $518K | Sell |
17,400
-500
| -3% | -$14.9K | 0.35% | 98 |
|
|
2019
Q3 | $465K | Sell |
17,900
-3,450
| -16% | -$89.6K | 0.34% | 105 |
|
|
2019
Q2 | $670K | Buy |
+21,350
| New | +$670K | 0.45% | 83 |
|
|
2018
Q4 | – | Sell |
-19,210
| Closed | -$767K | – | 185 |
|
|
2018
Q3 | $767K | Sell |
19,210
-300
| -2% | -$12K | 0.5% | 74 |
|
|
2018
Q2 | $823K | Sell |
19,510
-50
| -0.3% | -$2.11K | 0.54% | 72 |
|
|
2018
Q1 | $732K | Buy |
19,560
+2,600
| +15% | +$97.3K | 0.49% | 81 |
|
|
2017
Q4 | $818K | Buy |
16,960
+10,450
| +161% | +$504K | 0.59% | 67 |
|
|
2017
Q3 | $293K | Sell |
6,510
-800
| -11% | -$36K | 0.21% | 119 |
|
|
2017
Q2 | $274K | Buy |
+7,310
| New | +$274K | 0.2% | 132 |
|