Thoroughbred Financial Services’s Terex TEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-12,951
| Closed | -$685K | – | 715 |
|
2024
Q3 | $685K | Sell |
12,951
-5,110
| -28% | -$270K | 0.04% | 344 |
|
2024
Q2 | $990K | Buy |
18,061
+2,052
| +13% | +$112K | 0.07% | 263 |
|
2024
Q1 | $1.03M | Sell |
16,009
-2,147
| -12% | -$138K | 0.1% | 195 |
|
2023
Q4 | $1.04M | Sell |
18,156
-2,932
| -14% | -$168K | 0.08% | 229 |
|
2023
Q3 | $1.22M | Buy |
21,088
+2,887
| +16% | +$166K | 0.12% | 182 |
|
2023
Q2 | $1.09M | Buy |
18,201
+5,286
| +41% | +$316K | 0.14% | 156 |
|
2023
Q1 | $624K | Buy |
+12,915
| New | +$624K | 0.09% | 218 |
|