San Francisco Sentry Investment Group’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-134
| Closed | -$2K | – | 848 |
|
|
2020
Q1 | $2K | Buy |
134
+48
| +56% | +$716 | ﹤0.01% | 683 |
|
|
2019
Q4 | $3K | Hold |
86
| – | – | ﹤0.01% | 708 |
|
|
2019
Q3 | $2K | Sell |
86
-20
| -19% | -$465 | ﹤0.01% | 756 |
|
|
2019
Q2 | $3K | Sell |
106
-10
| -9% | -$283 | ﹤0.01% | 703 |
|
|
2019
Q1 | $4K | Sell |
116
-16
| -12% | -$552 | ﹤0.01% | 675 |
|
|
2018
Q4 | $4K | Sell |
132
-26
| -16% | -$788 | ﹤0.01% | 665 |
|
|
2018
Q3 | $6K | Sell |
158
-13
| -8% | -$494 | ﹤0.01% | 642 |
|
|
2018
Q2 | $7K | Hold |
171
| – | – | ﹤0.01% | 596 |
|
|
2018
Q1 | $6K | Hold |
171
| – | – | ﹤0.01% | 744 |
|
|
2017
Q4 | $8K | Sell |
171
-13
| -7% | -$608 | ﹤0.01% | 707 |
|
|
2017
Q3 | $8K | Hold |
184
| – | – | ﹤0.01% | 686 |
|
|
2017
Q2 | $7K | Buy |
+184
| New | +$7K | ﹤0.01% | 573 |
|
|
2014
Q4 | – | Sell |
-155
| Closed | -$5K | – | 407 |
|
|
2014
Q3 | $5K | Sell |
155
-5
| -3% | -$161 | ﹤0.01% | 539 |
|
|
2014
Q2 | $7K | Hold |
160
| – | – | ﹤0.01% | 522 |
|
|
2014
Q1 | $7K | Hold |
160
| – | – | ﹤0.01% | 568 |
|
|
2013
Q4 | $7K | Hold |
160
| – | – | ﹤0.01% | 543 |
|
|
2013
Q3 | $5K | Buy |
160
+12
| +8% | +$375 | ﹤0.01% | 546 |
|
|
2013
Q2 | $4K | Buy |
+148
| New | +$4K | ﹤0.01% | 568 |
|