VisionPoint Advisory Group’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,144
| Closed | -$50.9K | – | 301 |
|
|
2024
Q4 | $50.9K | Buy |
+1,144
| New | +$50.9K | 0.02% | 295 |
|
|
2024
Q3 | – | Sell |
-1,357
| Closed | -$74.4K | – | 726 |
|
|
2024
Q2 | $74.4K | Hold |
1,357
| – | – | 0.03% | 233 |
|
|
2024
Q1 | $87.4K | Hold |
1,357
| – | – | 0.03% | 220 |
|
|
2023
Q4 | $78K | Hold |
1,357
| – | – | 0.03% | 205 |
|
|
2023
Q3 | $78.2K | Hold |
1,357
| – | – | 0.03% | 215 |
|
|
2023
Q2 | $81.2K | Buy |
+1,357
| New | +$81.2K | 0.03% | 188 |
|