Pathstone Family Office’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $572K | Buy |
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|
2023
Q2 | $478K | Sell |
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|
2023
Q1 | $443K | Sell |
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|
2022
Q4 | $819K | Sell |
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|
2022
Q3 | $976K | Buy |
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|
2022
Q2 | $441K | Buy |
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|
2022
Q1 | $569K | Sell |
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|
2021
Q4 | $706K | Hold |
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|
2021
Q3 | $676K | Buy |
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|
2021
Q2 | $760K | Hold |
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|
2021
Q1 | $736K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1K | Hold |
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|
2018
Q4 | $0 | Buy |
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