Ranch Capital Advisors’s Terex TEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-203
| Closed | -$9K | – | 535 |
|
2021
Q3 | $9K | Buy |
+203
| New | +$9K | 0.01% | 490 |
|
2021
Q2 | – | Sell |
-203
| Closed | -$9K | – | 670 |
|
2021
Q1 | $9K | Hold |
203
| – | – | 0.01% | 656 |
|
2020
Q4 | $7K | Hold |
203
| – | – | 0.01% | 686 |
|
2020
Q3 | $3K | Hold |
203
| – | – | ﹤0.01% | 770 |
|
2020
Q2 | $4K | Hold |
203
| – | – | ﹤0.01% | 771 |
|
2020
Q1 | $2K | Hold |
203
| – | – | ﹤0.01% | 804 |
|
2019
Q4 | $6K | Buy |
+203
| New | +$6K | ﹤0.01% | 765 |
|