Sutton Wealth Advisors’s Terex TEX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,512	Closed	-$150K	–	1488
2022 Q4	$150K	Sell	3,512 -3	-0.1%	-$128	0.06%	204
2022 Q3	$105K	Buy	3,515 +23	+0.7%	+$684	0.04%	244
2022 Q2	$95.6K	Sell	3,492 -274	-7%	-$7.5K	0.04%	244
2022 Q1	$134K	Buy	3,766 +16	+0.4%	+$571	0.05%	217
2021 Q4	$165K	Buy	3,750 +7	+0.2%	+$308	0.06%	197
2021 Q3	$158K	Hold	3,743	–	–	0.06%	199
2021 Q2	$178K	Hold	3,743	–	–	0.07%	187
2021 Q1	$172K	Hold	3,743	–	–	0.07%	182
2020 Q4	$131K	Hold	3,743	–	–	0.06%	204
2020 Q3	$72.5K	Hold	3,743	–	–	0.04%	244
2020 Q2	$70.3K	Hold	3,743	–	–	0.04%	240
2020 Q1	$53.7K	Hold	3,743	–	–	0.03%	253
2019 Q4	$111K	Hold	3,743	–	–	0.06%	207
2019 Q3	$97.2K	Hold	3,743	–	–	0.05%	213
2019 Q2	$118K	Hold	3,743	–	–	0.07%	191
2019 Q1	$120K	Hold	3,743	–	–	0.07%	188
2018 Q4	$103K	Hold	3,743	–	–	0.07%	190
2018 Q3	$149K	Hold	3,743	–	–	0.1%	155
2018 Q2	$158K	Hold	3,743	–	–	0.11%	148
2018 Q1	$140K	Sell	3,743 -160	-4%	-$5.99K	0.1%	163
2017 Q4	$188K	Hold	3,903	–	–	0.14%	134
2017 Q3	$176K	Hold	3,903	–	–	0.13%	133
2017 Q2	$146K	Hold	3,903	–	–	0.12%	152
2017 Q1	$123K	Hold	3,903	–	–	0.1%	168
2016 Q4	$123K	Hold	3,903	–	–	0.11%	162
2016 Q3	$99.2K	Hold	3,903	–	–	0.09%	181
2016 Q2	$79.3K	Hold	3,903	–	–	0.07%	197
2016 Q1	$97.1K	Buy	+3,903	New	+$97.1K	0.09%	179