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Triangle Securities Wealth Management’s Terex TEX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-5,523
Closed -$220K 145
2018
Q3
$220K Hold
5,523
0.12% 135
2018
Q2
$233K Hold
5,523
0.13% 133
2018
Q1
$207K Sell
5,523
-2,700
-33% -$101K 0.12% 133
2017
Q4
$397K Hold
8,223
0.23% 104
2017
Q3
$370K Hold
8,223
0.22% 106
2017
Q2
$308K Hold
8,223
0.2% 107
2017
Q1
$258K Sell
8,223
-300
-4% -$9.41K 0.16% 116
2016
Q4
$269K Hold
8,523
0.18% 110
2016
Q3
$217K Buy
+8,523
New +$217K 0.15% 118
2016
Q2
Sell
-8,523
Closed -$212K 131
2016
Q1
$212K Buy
+8,523
New +$212K 0.14% 128
2015
Q4
Sell
-10,348
Closed -$186K 134
2015
Q3
$186K Sell
10,348
-1,445
-12% -$26K 0.14% 131
2015
Q2
$274K Sell
11,793
-102
-0.9% -$2.37K 0.19% 115
2015
Q1
$316K Sell
11,895
-2,220
-16% -$59K 0.22% 108
2014
Q4
$394K Sell
14,115
-4,665
-25% -$130K 0.28% 90
2014
Q3
$597K Hold
18,780
0.46% 74
2014
Q2
$772K Buy
18,780
+705
+4% +$29K 0.59% 63
2014
Q1
$622K Buy
18,075
+240
+1% +$8.26K 0.56% 62
2013
Q4
$749K Sell
17,835
-750
-4% -$31.5K 0.61% 62
2013
Q3
$624K Hold
18,585
0.54% 67
2013
Q2
$489K Buy
+18,585
New +$489K 0.36% 75