Pin Oak Investment Advisors’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-100
| Closed | -$5K | – | 425 |
|
|
2021
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 355 |
|
|
2020
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 393 |
|
|
2020
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 375 |
|
|
2020
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 363 |
|
|
2020
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 391 |
|
|
2019
Q4 | – | Sell |
-45,715
| Closed | -$1.19M | – | 418 |
|
|
2019
Q3 | $1.19M | Buy |
45,715
+3,515
| +8% | +$91.3K | 0.97% | 36 |
|
|
2019
Q2 | $1.33M | Buy |
42,200
+3,875
| +10% | +$122K | 1.03% | 39 |
|
|
2019
Q1 | $1.23M | Buy |
+38,325
| New | +$1.23M | 0.99% | 41 |
|