TFO Wealth Partners’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$193 | – | 668 |
|
|
2024
Q1 | $193 | Hold |
3
| – | – | ﹤0.01% | 500 |
|
|
2023
Q4 | $172 | Hold |
3
| – | – | ﹤0.01% | 682 |
|
|
2023
Q3 | $179 | Hold |
3
| – | – | ﹤0.01% | 851 |
|
|
2023
Q2 | $179 | Hold |
3
| – | – | ﹤0.01% | 536 |
|
|
2023
Q1 | $145 | Sell |
3
-3
| -50% | -$145 | ﹤0.01% | 560 |
|
|
2022
Q4 | $840 | Buy |
+6
| New | +$840 | ﹤0.01% | 398 |
|