TCI Wealth Advisors’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-353
| Closed | -$17.1K | – | 2029 |
|
|
2023
Q1 | $17.1K | Buy |
353
+21
| +6% | +$1.07K | ﹤0.01% | 793 |
|
|
2022
Q4 | $14.2K | Buy |
332
+155
| +88% | +$6.24K | ﹤0.01% | 859 |
|
|
2022
Q3 | $5K | Buy |
177
+4
| +2% | +$131 | ﹤0.01% | 1524 |
|
|
2022
Q2 | $5K | Sell |
173
-148
| -46% | -$4.93K | ﹤0.01% | 1539 |
|
|
2022
Q1 | $12K | Sell |
321
-103
| -24% | -$4.26K | ﹤0.01% | 1004 |
|
|
2021
Q4 | $19K | Buy |
424
+79
| +23% | +$3.55K | ﹤0.01% | 744 |
|
|
2021
Q3 | $15K | Buy |
345
+24
| +7% | +$1.14K | ﹤0.01% | 839 |
|
|
2021
Q2 | $15K | Hold |
321
| – | – | ﹤0.01% | 730 |
|
|
2021
Q1 | $15K | Buy |
321
+148
| +86% | +$6.07K | 0.01% | 668 |
|
|
2020
Q4 | $6K | Hold |
173
| – | – | ﹤0.01% | 831 |
|
|
2020
Q3 | $3K | Buy |
173
+129
| +293% | +$2.52K | ﹤0.01% | 1009 |
|
|
2020
Q2 | $1K | Sell |
44
-44
| -50% | -$700 | ﹤0.01% | 1362 |
|
|
2020
Q1 | $1K | Hold |
88
| – | – | ﹤0.01% | 1348 |
|
|
2019
Q4 | $3K | Hold |
88
| – | – | ﹤0.01% | 1057 |
|
|
2019
Q3 | $2K | Hold |
88
| – | – | ﹤0.01% | 1150 |
|
|
2019
Q2 | $3K | Hold |
88
| – | – | ﹤0.01% | 935 |
|
|
2019
Q1 | $3K | Hold |
88
| – | – | ﹤0.01% | 945 |
|
|
2018
Q4 | $2K | Hold |
88
| – | – | ﹤0.01% | 1067 |
|
|
2018
Q3 | $4K | Sell |
88
-892
| -91% | -$36.3K | ﹤0.01% | 859 |
|
|
2018
Q2 | $41K | Buy |
980
+892
| +1,014% | +$35.4K | 0.02% | 356 |
|
|
2018
Q1 | $3K | Sell |
88
-22
| -20% | -$954 | ﹤0.01% | 883 |
|
|
2017
Q4 | $5K | Hold |
110
| – | – | ﹤0.01% | 801 |
|
|
2017
Q3 | $5K | Buy |
110
+22
| +25% | +$870 | ﹤0.01% | 744 |
|
|
2017
Q2 | $3K | Hold |
88
| – | – | ﹤0.01% | 914 |
|
|
2017
Q1 | $3K | Hold |
88
| – | – | ﹤0.01% | 867 |
|
|
2016
Q4 | $3K | Hold |
88
| – | – | ﹤0.01% | 936 |
|
|
2016
Q3 | $2K | Hold |
88
| – | – | ﹤0.01% | 1006 |
|
|
2016
Q2 | $2K | Hold |
88
| – | – | ﹤0.01% | 967 |
|
|
2016
Q1 | $2K | Hold |
88
| – | – | ﹤0.01% | 975 |
|
|
2015
Q4 | $2K | Hold |
88
| – | – | ﹤0.01% | 889 |
|
|
2015
Q3 | $2K | Hold |
88
| – | – | ﹤0.01% | 818 |
|
|
2015
Q2 | $2K | Buy |
+88
| New | +$2.32K | ﹤0.01% | 825 |
|
|
2015
Q1 | – | Sell |
-140
| Closed | -$4K | – | 954 |
|
|
2014
Q4 | $4K | Hold |
140
| – | – | ﹤0.01% | 617 |
|
|
2014
Q3 | $4K | Hold |
140
| – | – | ﹤0.01% | 623 |
|
|
2014
Q2 | $6K | Hold |
140
| – | – | ﹤0.01% | 561 |
|
|
2014
Q1 | $6K | Hold |
140
| – | – | ﹤0.01% | 526 |
|
|
2013
Q4 | $6K | Hold |
140
| – | – | ﹤0.01% | 524 |
|
|
2013
Q3 | $5K | Hold |
140
| – | – | ﹤0.01% | 495 |
|
|
2013
Q2 | $4K | Buy |
+140
| New | +$4.32K | ﹤0.01% | 502 |
|
Other funds holding TEX
