Wealthspire Advisors (Maryland)’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-167
| Closed | -$5K | – | 1900 |
|
|
2019
Q1 | $5K | Buy |
167
+66
| +65% | +$1.98K | ﹤0.01% | 1849 |
|
|
2018
Q4 | $3K | Sell |
101
-30
| -23% | -$891 | ﹤0.01% | 1992 |
|
|
2018
Q3 | $5K | Hold |
131
| – | – | ﹤0.01% | 1827 |
|
|
2018
Q2 | $6K | Sell |
131
-2
| -2% | -$92 | ﹤0.01% | 1734 |
|
|
2018
Q1 | $5K | Buy |
133
+10
| +8% | +$376 | ﹤0.01% | 1834 |
|
|
2017
Q4 | $6K | Buy |
123
+4
| +3% | +$195 | ﹤0.01% | 1794 |
|
|
2017
Q3 | $5K | Sell |
119
-1,075
| -90% | -$45.2K | ﹤0.01% | 1804 |
|
|
2017
Q2 | $45K | Buy |
1,194
+58
| +5% | +$2.19K | 0.01% | 991 |
|
|
2017
Q1 | $36K | Buy |
1,136
+35
| +3% | +$1.11K | 0.01% | 903 |
|
|
2016
Q4 | $35K | Sell |
1,101
-11
| -1% | -$350 | 0.01% | 863 |
|
|
2016
Q3 | $28K | Hold |
1,112
| – | – | ﹤0.01% | 962 |
|
|
2016
Q2 | $23K | Hold |
1,112
| – | – | ﹤0.01% | 959 |
|
|
2016
Q1 | $28K | Sell |
1,112
-104
| -9% | -$2.62K | ﹤0.01% | 858 |
|
|
2015
Q4 | $22K | Buy |
+1,216
| New | +$22K | ﹤0.01% | 939 |
|