Tortoise Investment Management’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-300
| Closed | -$6K | – | 432 |
|
|
2015
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 348 |
|
|
2015
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 338 |
|
|
2015
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 339 |
|
|
2015
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 313 |
|
|
2014
Q4 | $8K | Hold |
300
| – | – | ﹤0.01% | 333 |
|
|
2014
Q3 | $10K | Sell |
300
-450
| -60% | -$15K | ﹤0.01% | 296 |
|
|
2014
Q2 | $31K | Buy |
750
+450
| +150% | +$18.6K | 0.01% | 248 |
|
|
2014
Q1 | $13K | Hold |
300
| – | – | 0.01% | 252 |
|
|
2013
Q4 | $13K | Hold |
300
| – | – | 0.01% | 235 |
|
|
2013
Q3 | $10K | Hold |
300
| – | – | 0.01% | 232 |
|
|
2013
Q2 | $8K | Buy |
+300
| New | +$8K | 0.01% | 244 |
|