Plante Moran Financial Advisors’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-111
| Closed | -$6.64K | – | 878 |
|
|
2023
Q2 | $6.64K | Buy |
+111
| New | +$6.64K | ﹤0.01% | 604 |
|
|
2021
Q4 | – | Sell |
-800
| Closed | -$34K | – | 1110 |
|
|
2021
Q3 | $34K | Hold |
800
| – | – | 0.01% | 455 |
|
|
2021
Q2 | $38K | Buy |
800
+725
| +967% | +$34.4K | 0.01% | 427 |
|
|
2021
Q1 | $3K | Sell |
75
-1,225
| -94% | -$49K | ﹤0.01% | 877 |
|
|
2020
Q4 | $45K | Buy |
+1,300
| New | +$45K | 0.01% | 382 |
|
|
2019
Q1 | – | Sell |
-215
| Closed | -$6K | – | 928 |
|
|
2018
Q4 | $6K | Hold |
215
| – | – | ﹤0.01% | 576 |
|
|
2018
Q3 | $9K | Hold |
215
| – | – | ﹤0.01% | 511 |
|
|
2018
Q2 | $9K | Hold |
215
| – | – | ﹤0.01% | 558 |
|
|
2018
Q1 | $8K | Sell |
215
-215
| -50% | -$8K | ﹤0.01% | 643 |
|
|
2017
Q4 | $21K | Buy |
+430
| New | +$21K | 0.01% | 495 |
|
|
2017
Q2 | – | Sell |
-151
| Closed | -$5K | – | 898 |
|
|
2017
Q1 | $5K | Buy |
+151
| New | +$5K | ﹤0.01% | 707 |
|