USA Financial Formulas’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,306
| Closed | -$75.3K | – | 533 |
|
|
2023
Q3 | $75.3K | Hold |
1,306
| – | – | 0.11% | 177 |
|
|
2023
Q2 | $78.1K | Sell |
1,306
-68
| -5% | -$4.07K | 0.12% | 127 |
|
|
2023
Q1 | $66.5K | Buy |
+1,374
| New | +$66.5K | 0.11% | 115 |
|
|
2021
Q3 | – | Sell |
-3,344
| Closed | -$159K | – | 477 |
|
|
2021
Q2 | $159K | Sell |
3,344
-859
| -20% | -$40.8K | 0.13% | 139 |
|
|
2021
Q1 | $194K | Buy |
+4,203
| New | +$194K | 0.16% | 123 |
|