Virtus Investment 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 |
-3,392
| Closed | -$186K | – | 376 |
|
|
2024
Q2 | $186K | Hold |
3,392
| – | – | 0.16% | 186 |
|
|
2024
Q1 | $218K | Hold |
3,392
| – | – | 0.16% | 182 |
|
|
2023
Q4 | $195K | Hold |
3,392
| – | – | 0.15% | 195 |
|
|
2023
Q3 | $195K | Sell |
3,392
-2,047
| -38% | -$118K | 0.13% | 182 |
|
|
2023
Q2 | $325K | Sell |
5,439
-5,054
| -48% | -$302K | 0.22% | 128 |
|
|
2023
Q1 | $508K | Buy |
10,493
+265
| +3% | +$12.8K | 0.36% | 89 |
|
|
2022
Q4 | $437K | Hold |
10,228
| – | – | 0.29% | 109 |
|
|
2022
Q3 | $304K | Buy |
+10,228
| New | +$304K | 0.14% | 146 |
|