OneDigital Investment Advisors’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 |
-243
| Closed | -$8K | – | 1046 |
|
|
2019
Q2 | $8K | Sell |
243
-24
| -9% | -$790 | ﹤0.01% | 977 |
|
|
2019
Q1 | $9K | Sell |
267
-21
| -7% | -$708 | ﹤0.01% | 903 |
|
|
2018
Q4 | $8K | Sell |
288
-27
| -9% | -$750 | ﹤0.01% | 892 |
|
|
2018
Q3 | $13K | Sell |
315
-25
| -7% | -$1.03K | ﹤0.01% | 781 |
|
|
2018
Q2 | $14K | Hold |
340
| – | – | ﹤0.01% | 951 |
|
|
2018
Q1 | $13K | Hold |
340
| – | – | ﹤0.01% | 969 |
|
|
2017
Q4 | $16K | Sell |
340
-24
| -7% | -$1.13K | ﹤0.01% | 874 |
|
|
2017
Q3 | $16K | Hold |
364
| – | – | 0.01% | 717 |
|
|
2017
Q2 | $14K | Buy |
+364
| New | +$14K | ﹤0.01% | 866 |
|