Valeo Financial Advisors’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,263
| Closed | -$264K | – | 572 |
|
|
2021
Q3 | $264K | Buy |
+6,263
| New | +$264K | 0.02% | 408 |
|
|
2021
Q2 | – | Sell |
-403
| Closed | -$19K | – | 1595 |
|
|
2021
Q1 | $19K | Buy |
403
+400
| +13,333% | +$18.9K | ﹤0.01% | 1115 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1798 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2031 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2084 |
|
|
2020
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1860 |
|
|
2019
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1702 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1656 |
|
|
2019
Q2 | $0 | Sell |
3
-197
| -99% | – | ﹤0.01% | 1649 |
|
|
2019
Q1 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 1111 |
|
|
2018
Q2 | – | Sell |
-90
| Closed | -$3K | – | 1743 |
|
|
2018
Q1 | $3K | Sell |
90
-28
| -24% | -$933 | ﹤0.01% | 1273 |
|
|
2017
Q4 | $6K | Buy |
118
+14
| +13% | +$712 | ﹤0.01% | 979 |
|
|
2017
Q3 | $5K | Buy |
+104
| New | +$5K | ﹤0.01% | 878 |
|