Northstar Wealth Partners’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 |
-10,585
| Closed | -$198K | – | 182 |
|
|
2020
Q2 | $198K | Hold |
10,585
| – | – | 0.08% | 176 |
|
|
2020
Q1 | $152K | Buy |
10,585
+500
| +5% | +$7.18K | 0.08% | 156 |
|
|
2019
Q4 | $300K | Sell |
10,085
-500
| -5% | -$14.9K | 0.12% | 146 |
|
|
2019
Q3 | $275K | Hold |
10,585
| – | – | 0.12% | 150 |
|
|
2019
Q2 | $332K | Hold |
10,585
| – | – | 0.15% | 137 |
|
|
2019
Q1 | $340K | Hold |
10,585
| – | – | 0.16% | 132 |
|
|
2018
Q4 | $292K | Hold |
10,585
| – | – | 0.15% | 137 |
|
|
2018
Q3 | $422K | Hold |
10,585
| – | – | 0.2% | 116 |
|
|
2018
Q2 | $446K | Hold |
10,585
| – | – | 0.22% | 119 |
|
|
2018
Q1 | $395K | Buy |
+10,585
| New | +$395K | 0.2% | 124 |
|