Stratos Wealth Partners’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,005
| Closed | -$231K | – | 1497 |
|
|
2024
Q4 | $231K | Sell |
5,005
-9,152
| -65% | -$423K | ﹤0.01% | 1280 |
|
|
2024
Q3 | $749K | Sell |
14,157
-2,412
| -15% | -$128K | 0.01% | 783 |
|
|
2024
Q2 | $909K | Sell |
16,569
-1,044
| -6% | -$57.3K | 0.01% | 687 |
|
|
2024
Q1 | $1.13M | Buy |
17,613
+802
| +5% | +$51.6K | 0.02% | 605 |
|
|
2023
Q4 | $966K | Buy |
16,811
+6,369
| +61% | +$366K | 0.02% | 647 |
|
|
2023
Q3 | $602K | Buy |
+10,442
| New | +$602K | 0.01% | 756 |
|
|
2018
Q4 | – | Sell |
-2,728
| Closed | -$109K | – | 2331 |
|
|
2018
Q3 | $109K | Buy |
+2,728
| New | +$109K | ﹤0.01% | 1087 |
|
|
2018
Q2 | – | Sell |
-10,700
| Closed | -$400K | – | 2409 |
|
|
2018
Q1 | $400K | Buy |
10,700
+7,773
| +266% | +$291K | 0.02% | 627 |
|
|
2017
Q4 | $141K | Buy |
+2,927
| New | +$141K | 0.01% | 1017 |
|