PMA
Prudent Man Advisors’s Terex TEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,572
| Closed | -$206K | – | 198 |
|
|
2023
Q3 | $206K | Sell |
3,572
-104
| -3% | -$5.99K | 0.08% | 169 |
|
|
2023
Q2 | $220K | Buy |
+3,676
| New | +$220K | 0.08% | 176 |
|
|
2023
Q1 | – | Sell |
-7,007
| Closed | -$299K | – | 218 |
|
|
2022
Q4 | $299K | Buy |
+7,007
| New | +$299K | 0.12% | 144 |
|