Sandy Spring Bank’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-449
| Closed | -$24.6K | – | 1309 |
|
|
2024
Q2 | $24.6K | Buy |
+449
| New | +$24.6K | ﹤0.01% | 719 |
|
|
2016
Q3 | – | Sell |
-140
| Closed | -$3K | – | 884 |
|
|
2016
Q2 | $3K | Hold |
140
| – | – | ﹤0.01% | 834 |
|
|
2016
Q1 | $3K | Sell |
140
-75
| -35% | -$1.61K | ﹤0.01% | 863 |
|
|
2015
Q4 | $4K | Hold |
215
| – | – | ﹤0.01% | 808 |
|
|
2015
Q3 | $4K | Hold |
215
| – | – | ﹤0.01% | 814 |
|
|
2015
Q2 | $5K | Buy |
+215
| New | +$5K | ﹤0.01% | 810 |
|
|
2015
Q1 | – | Sell |
-200
| Closed | -$6K | – | 934 |
|
|
2014
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 691 |
|
|
2014
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 680 |
|
|
2014
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 646 |
|
|
2014
Q1 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 588 |
|