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True Wealth Design’s Terex TEX Stock Holding History

True Wealth Design’s Portfolio TEX Stock Details TEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$467	Sell	10 -14	-58%	-$654	﹤0.01%	1771
2025 Q1	$907	Buy	+24	New	+$907	﹤0.01%	1298
2024 Q4	–	Sell	-1	Closed	-$53	–	1514
2024 Q3	$53	Buy	+1	New	+$53	﹤0.01%	1255