SW
SkyOak Wealth’s Terex TEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,456
| Closed | -$252K | – | 273 |
|
|
2024
Q4 | $252K | Buy |
5,456
+626
| +13% | +$28.9K | 0.05% | 211 |
|
|
2024
Q3 | $256K | Sell |
4,830
-201
| -4% | -$10.6K | 0.06% | 196 |
|
|
2024
Q2 | $276K | Sell |
5,031
-508
| -9% | -$27.9K | 0.06% | 189 |
|
|
2024
Q1 | $357K | Buy |
+5,539
| New | +$357K | 0.09% | 159 |
|