Spire Wealth Management’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10
| Closed | -$576 | – | 2461 |
|
|
2023
Q3 | $576 | Buy |
+10
| New | +$576 | ﹤0.01% | 2336 |
|
|
2023
Q2 | – | Sell |
-44
| Closed | -$2.13K | – | 2535 |
|
|
2023
Q1 | $2.13K | Buy |
44
+5
| +13% | +$242 | ﹤0.01% | 2249 |
|
|
2022
Q4 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 2108 |
|
|
2022
Q1 | – | Sell |
-156
| Closed | -$7K | – | 2851 |
|
|
2021
Q4 | $7K | Buy |
156
+16
| +11% | +$718 | ﹤0.01% | 2498 |
|
|
2021
Q3 | $6K | Hold |
140
| – | – | ﹤0.01% | 2255 |
|
|
2021
Q2 | $7K | Sell |
140
-31
| -18% | -$1.55K | ﹤0.01% | 2248 |
|
|
2021
Q1 | $8K | Buy |
+171
| New | +$8K | ﹤0.01% | 2491 |
|