Waterfront Wealth’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
39,434
-949
| -2% | -$44.3K | 0.41% | 65 |
|
|
2025
Q1 | $1.53M | Sell |
40,383
-127
| -0.3% | -$4.8K | 0.37% | 73 |
|
|
2024
Q4 | $1.87M | Buy |
40,510
+11,644
| +40% | +$538K | 0.46% | 58 |
|
|
2024
Q3 | $1.59M | Buy |
28,866
+2,067
| +8% | +$114K | 0.39% | 75 |
|
|
2024
Q2 | $1.47M | Buy |
26,799
+4,377
| +20% | +$240K | 0.4% | 72 |
|
|
2024
Q1 | $1.28M | Buy |
22,422
+1,076
| +5% | +$61.6K | 0.36% | 83 |
|
|
2023
Q4 | $1.23M | Sell |
21,346
-462
| -2% | -$26.5K | 0.36% | 79 |
|
|
2023
Q3 | $1.04M | Buy |
21,808
+5,815
| +36% | +$277K | 0.34% | 84 |
|
|
2023
Q2 | $955K | Sell |
15,993
-5,381
| -25% | -$321K | 0.28% | 106 |
|
|
2023
Q1 | $1.03M | Buy |
21,374
+2,810
| +15% | +$136K | 0.34% | 85 |
|
|
2022
Q4 | $934K | Sell |
18,564
-11,301
| -38% | -$569K | 0.32% | 95 |
|
|
2022
Q3 | $1.11M | Buy |
29,865
+9,392
| +46% | +$348K | 0.42% | 67 |
|
|
2022
Q2 | $560K | Buy |
20,473
+4,513
| +28% | +$123K | 0.23% | 127 |
|
|
2022
Q1 | $524K | Buy |
15,960
+9,046
| +131% | +$297K | 0.19% | 124 |
|
|
2021
Q4 | $304K | Sell |
6,914
-70
| -1% | -$3.08K | 0.12% | 167 |
|
|
2021
Q3 | $294K | Sell |
6,984
-74
| -1% | -$3.12K | 0.14% | 140 |
|
|
2021
Q2 | $336K | Buy |
+7,058
| New | +$336K | 0.16% | 126 |
|
|
2021
Q1 | – | Sell |
-19,282
| Closed | -$673K | – | 184 |
|
|
2020
Q4 | $673K | Buy |
+19,282
| New | +$673K | 0.48% | 52 |
|