United Capital Financial Advisors’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,496
| Closed | -$265K | – | 1364 |
|
|
2017
Q4 | $265K | Sell |
5,496
-200
| -4% | -$9.64K | ﹤0.01% | 1155 |
|
|
2017
Q3 | $256K | Buy |
+5,696
| New | +$256K | ﹤0.01% | 1165 |
|
|
2014
Q3 | – | Sell |
-14,036
| Closed | -$577K | – | 1124 |
|
|
2014
Q2 | $577K | Sell |
14,036
-1,274
| -8% | -$52.4K | 0.01% | 660 |
|
|
2014
Q1 | $678K | Sell |
15,310
-570
| -4% | -$25.2K | 0.01% | 570 |
|
|
2013
Q4 | $667K | Buy |
15,880
+854
| +6% | +$35.9K | 0.02% | 395 |
|
|
2013
Q3 | $505K | Sell |
15,026
-606
| -4% | -$20.4K | 0.02% | 437 |
|
|
2013
Q2 | $411K | Buy |
+15,632
| New | +$411K | 0.01% | 540 |
|