Verdence Capital Advisors’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,575
| Closed | -$295K | – | 663 |
|
|
2024
Q3 | $295K | Buy |
5,575
+233
| +4% | +$12.3K | 0.02% | 525 |
|
|
2024
Q2 | $293K | Sell |
5,342
-51
| -0.9% | -$2.8K | 0.03% | 478 |
|
|
2024
Q1 | $347K | Buy |
5,393
+40
| +0.7% | +$2.58K | 0.03% | 430 |
|
|
2023
Q4 | $308K | Buy |
5,353
+138
| +3% | +$7.93K | 0.03% | 456 |
|
|
2023
Q3 | $301K | Sell |
5,215
-1,185
| -19% | -$68.3K | 0.03% | 430 |
|
|
2023
Q2 | $383K | Sell |
6,400
-726
| -10% | -$43.4K | 0.04% | 361 |
|
|
2023
Q1 | $345K | Sell |
7,126
-2,641
| -27% | -$128K | 0.04% | 377 |
|
|
2022
Q4 | $417K | Sell |
9,767
-207
| -2% | -$8.84K | 0.05% | 310 |
|
|
2022
Q3 | $297K | Buy |
9,974
+217
| +2% | +$6.46K | 0.04% | 377 |
|
|
2022
Q2 | $267K | Buy |
+9,757
| New | +$267K | 0.03% | 417 |
|