Orion Portfolio Solutions’s Terex TEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $302K | Sell |
7,986
-523
| -6% | -$19.8K | ﹤0.01% | 1626 |
|
|
2024
Q4 | $393K | Buy |
8,509
+4,400
| +107% | +$203K | ﹤0.01% | 1430 |
|
|
2024
Q3 | $217K | Buy |
+4,109
| New | +$217K | ﹤0.01% | 1674 |
|
|
2023
Q3 | – | Sell |
-4,535
| Closed | -$271K | – | 1679 |
|
|
2023
Q2 | $271K | Buy |
+4,535
| New | +$271K | ﹤0.01% | 1442 |
|
|
2020
Q3 | – | Sell |
-52
| Closed | -$1K | – | 1875 |
|
|
2020
Q2 | $1K | Buy |
+52
| New | +$1K | ﹤0.01% | 2084 |
|