Shelton Capital Management’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
+4,574
| New | +$214K | ﹤0.01% | 643 |
|
|
2025
Q1 | – | Sell |
-4,760
| Closed | -$220K | – | 746 |
|
|
2024
Q4 | $220K | Hold |
4,760
| – | – | 0.01% | 652 |
|
|
2024
Q3 | $252K | Sell |
4,760
-233
| -5% | -$12.3K | 0.01% | 588 |
|
|
2024
Q2 | $274K | Sell |
4,993
-733
| -13% | -$40.2K | 0.01% | 517 |
|
|
2024
Q1 | $369K | Hold |
5,726
| – | – | 0.01% | 432 |
|
|
2023
Q4 | $329K | Sell |
5,726
-424
| -7% | -$24.4K | 0.01% | 444 |
|
|
2023
Q3 | $354K | Buy |
+6,150
| New | +$354K | 0.01% | 391 |
|
|
2018
Q4 | – | Sell |
-5,648
| Closed | -$225K | – | 883 |
|
|
2018
Q3 | $225K | Hold |
5,648
| – | – | 0.01% | 785 |
|
|
2018
Q2 | $238K | Hold |
5,648
| – | – | 0.01% | 703 |
|
|
2018
Q1 | $211K | Sell |
5,648
-2,440
| -30% | -$91.2K | 0.01% | 753 |
|
|
2017
Q4 | $390K | Hold |
8,088
| – | – | 0.03% | 452 |
|
|
2017
Q3 | $364K | Hold |
8,088
| – | – | 0.02% | 476 |
|
|
2017
Q2 | $303K | Hold |
8,088
| – | – | 0.02% | 567 |
|
|
2017
Q1 | $254K | Sell |
8,088
-3,272
| -29% | -$103K | 0.02% | 666 |
|
|
2016
Q4 | $358K | Hold |
11,360
| – | – | 0.03% | 525 |
|
|
2016
Q3 | $289K | Hold |
11,360
| – | – | 0.02% | 589 |
|
|
2016
Q2 | $231K | Hold |
11,360
| – | – | 0.02% | 656 |
|
|
2016
Q1 | $283K | Hold |
11,360
| – | – | 0.03% | 581 |
|
|
2015
Q4 | $210K | Hold |
11,360
| – | – | 0.02% | 682 |
|
|
2015
Q3 | $204K | Hold |
11,360
| – | – | 0.02% | 689 |
|
|
2015
Q2 | $264K | Hold |
11,360
| – | – | 0.03% | 619 |
|
|
2015
Q1 | $302K | Hold |
11,360
| – | – | 0.03% | 590 |
|
|
2014
Q4 | $317K | Sell |
11,360
-1,011
| -8% | -$28.2K | 0.04% | 553 |
|
|
2014
Q3 | $393K | Hold |
12,371
| – | – | 0.05% | 438 |
|
|
2014
Q2 | $508K | Hold |
12,371
| – | – | 0.07% | 340 |
|
|
2014
Q1 | $548K | Hold |
12,371
| – | – | 0.08% | 293 |
|
|
2013
Q4 | $519K | Hold |
12,371
| – | – | 0.08% | 307 |
|
|
2013
Q3 | $416K | Hold |
12,371
| – | – | 0.07% | 360 |
|
|
2013
Q2 | $325K | Buy |
+12,371
| New | +$325K | 0.06% | 406 |
|