Valley National Advisers’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-40
| Closed | -$2K | – | 1105 |
|
|
2024
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 956 |
|
|
2024
Q1 | $2K | Buy |
40
+5
| +14% | +$250 | ﹤0.01% | 988 |
|
|
2023
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 984 |
|
|
2020
Q2 | – | Sell |
-120
| Closed | -$2K | – | 854 |
|
|
2020
Q1 | $2K | Hold |
120
| – | – | ﹤0.01% | 655 |
|
|
2019
Q4 | $4K | Hold |
120
| – | – | ﹤0.01% | 633 |
|
|
2019
Q3 | $3K | Hold |
120
| – | – | ﹤0.01% | 652 |
|
|
2019
Q2 | $4K | Hold |
120
| – | – | ﹤0.01% | 582 |
|
|
2019
Q1 | $4K | Hold |
120
| – | – | ﹤0.01% | 587 |
|
|
2018
Q4 | $3K | Hold |
120
| – | – | ﹤0.01% | 603 |
|
|
2018
Q3 | $5K | Hold |
120
| – | – | ﹤0.01% | 512 |
|
|
2018
Q2 | $5K | Hold |
120
| – | – | ﹤0.01% | 487 |
|
|
2018
Q1 | $4K | Hold |
120
| – | – | ﹤0.01% | 491 |
|
|
2017
Q4 | $6K | Hold |
120
| – | – | ﹤0.01% | 467 |
|
|
2017
Q3 | $5K | Hold |
120
| – | – | ﹤0.01% | 482 |
|
|
2017
Q2 | $5K | Hold |
120
| – | – | ﹤0.01% | 481 |
|
|
2017
Q1 | $4K | Hold |
120
| – | – | ﹤0.01% | 491 |
|
|
2016
Q4 | $4K | Hold |
120
| – | – | ﹤0.01% | 513 |
|
|
2016
Q3 | $3K | Hold |
120
| – | – | ﹤0.01% | 507 |
|
|
2016
Q2 | $2K | Hold |
120
| – | – | ﹤0.01% | 540 |
|
|
2016
Q1 | $3K | Hold |
120
| – | – | ﹤0.01% | 508 |
|
|
2015
Q4 | $2K | Hold |
120
| – | – | ﹤0.01% | 543 |
|
|
2015
Q3 | $2K | Hold |
120
| – | – | ﹤0.01% | 540 |
|
|
2015
Q2 | $3K | Hold |
120
| – | – | ﹤0.01% | 509 |
|
|
2015
Q1 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 482 |
|