Reilly Financial 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 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 902 |
|
|
2018
Q1 | – | Sell |
-728
| Closed | -$35K | – | 1054 |
|
|
2017
Q4 | $35K | Hold |
728
| – | – | 0.01% | 381 |
|
|
2017
Q3 | $33K | Hold |
728
| – | – | ﹤0.01% | 381 |
|
|
2017
Q2 | $27K | Hold |
728
| – | – | ﹤0.01% | 432 |
|
|
2017
Q1 | $23K | Buy |
+728
| New | +$23K | ﹤0.01% | 456 |
|