Principle Wealth Partners’s Terex TEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,571
| Closed | -$230K | – | 342 |
|
|
2024
Q1 | $230K | Hold |
3,571
| – | – | 0.02% | 318 |
|
|
2023
Q4 | $205K | Hold |
3,571
| – | – | 0.02% | 323 |
|
|
2023
Q3 | $206K | Hold |
3,571
| – | – | 0.02% | 308 |
|
|
2023
Q2 | $214K | Buy |
+3,571
| New | +$214K | 0.02% | 309 |
|
|
2022
Q1 | – | Sell |
-4,591
| Closed | -$202K | – | 329 |
|
|
2021
Q4 | $202K | Sell |
4,591
-835
| -15% | -$36.7K | 0.02% | 315 |
|
|
2021
Q3 | $228K | Hold |
5,426
| – | – | 0.03% | 290 |
|
|
2021
Q2 | $258K | Hold |
5,426
| – | – | 0.03% | 277 |
|
|
2021
Q1 | $250K | Buy |
+5,426
| New | +$250K | 0.03% | 262 |
|