TCI Wealth Advisors’s Terex TEX Stock Holding History

TCI Wealth Advisors’s Portfolio TEX Stock Details TEX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-353	Closed	-$17.1K	–	2031
2023 Q1	$17.1K	Buy	353 +21	+6%	+$1.02K	﹤0.01%	793
2022 Q4	$14.2K	Buy	332 +155	+88%	+$6.62K	﹤0.01%	859
2022 Q3	$5K	Buy	177 +4	+2%	+$113	﹤0.01%	1524
2022 Q2	$5K	Sell	173 -148	-46%	-$4.28K	﹤0.01%	1538
2022 Q1	$12K	Sell	321 -103	-24%	-$3.85K	﹤0.01%	1004
2021 Q4	$19K	Buy	424 +79	+23%	+$3.54K	﹤0.01%	744
2021 Q3	$15K	Buy	345 +24	+7%	+$1.04K	﹤0.01%	824
2021 Q2	$15K	Hold	321	–	–	﹤0.01%	712
2021 Q1	$15K	Buy	321 +148	+86%	+$6.92K	0.01%	650
2020 Q4	$6K	Hold	173	–	–	﹤0.01%	807
2020 Q3	$3K	Buy	173 +129	+293%	+$2.24K	﹤0.01%	992
2020 Q2	$1K	Sell	44 -44	-50%	-$1K	﹤0.01%	1350
2020 Q1	$1K	Hold	88	–	–	﹤0.01%	1338
2019 Q4	$3K	Hold	88	–	–	﹤0.01%	1053
2019 Q3	$2K	Hold	88	–	–	﹤0.01%	1145
2019 Q2	$3K	Hold	88	–	–	﹤0.01%	931
2019 Q1	$3K	Hold	88	–	–	﹤0.01%	939
2018 Q4	$2K	Hold	88	–	–	﹤0.01%	1057
2018 Q3	$4K	Sell	88 -892	-91%	-$40.5K	﹤0.01%	849
2018 Q2	$41K	Buy	980 +892	+1,014%	+$37.3K	0.02%	356
2018 Q1	$3K	Sell	88 -22	-20%	-$750	﹤0.01%	880
2017 Q4	$5K	Hold	110	–	–	﹤0.01%	801
2017 Q3	$5K	Buy	110 +22	+25%	+$1K	﹤0.01%	743
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	+$2K	﹤0.01%	825
2015 Q1	–	Sell	-140	Closed	-$4K	–	951
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%	522
2013 Q3	$5K	Hold	140	–	–	﹤0.01%	493
2013 Q2	$4K	Buy	+140	New	+$4K	﹤0.01%	500