Thompson Davis & Co’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-150
| Closed | -$4K | – | 1172 |
|
|
2016
Q1 | $4K | Hold |
150
| – | – | 0.01% | 850 |
|
|
2015
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 958 |
|
|
2015
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 963 |
|
|
2015
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 1026 |
|
|
2015
Q1 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 961 |
|
|
2014
Q4 | – | Sell |
-501
| Closed | -$16K | – | 1261 |
|
|
2014
Q3 | $16K | Buy |
+501
| New | +$16K | 0.02% | 541 |
|