Private Wealth Management Group’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16K | Buy |
+89
| New | +$4.16K | ﹤0.01% | 831 |
|
|
2025
Q1 | – | Sell |
-25
| Closed | -$1.16K | – | 1588 |
|
|
2024
Q4 | $1.16K | Sell |
25
-33
| -57% | -$1.53K | ﹤0.01% | 1261 |
|
|
2024
Q3 | $3.07K | Buy |
58
+33
| +132% | +$1.75K | ﹤0.01% | 911 |
|
|
2024
Q2 | $1.37K | Hold |
25
| – | – | ﹤0.01% | 1186 |
|
|
2024
Q1 | $1.61K | Hold |
25
| – | – | ﹤0.01% | 1073 |
|
|
2023
Q4 | $1.44K | Buy |
+25
| New | +$1.44K | ﹤0.01% | 1120 |
|