SAM
SignalPoint Asset Management’s Terex TEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-14,038
| Closed | -$560K | – | 218 |
|
|
2018
Q3 | $560K | Sell |
14,038
-2,582
| -16% | -$103K | 0.25% | 103 |
|
|
2018
Q2 | $701K | Sell |
16,620
-659
| -4% | -$27.8K | 0.33% | 87 |
|
|
2018
Q1 | $646K | Buy |
17,279
+1,720
| +11% | +$64.3K | 0.31% | 97 |
|
|
2017
Q4 | $750K | Buy |
+15,559
| New | +$750K | 0.36% | 81 |
|