WCA
Westover Capital Advisors’s Terex TEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-13,401
| Closed | -$248K | – | 101 |
|
|
2015
Q4 | $248K | Sell |
13,401
-36,636
| -73% | -$678K | 0.21% | 83 |
|
|
2015
Q3 | $898K | Sell |
50,037
-7,230
| -13% | -$130K | 0.77% | 44 |
|
|
2015
Q2 | $1.33M | Buy |
57,267
+2,030
| +4% | +$47.2K | 1.06% | 31 |
|
|
2015
Q1 | $1.47M | Buy |
55,237
+28,534
| +107% | +$759K | 1.19% | 30 |
|
|
2014
Q4 | $744K | Sell |
26,703
-23,394
| -47% | -$652K | 0.64% | 48 |
|
|
2014
Q3 | $1.59M | Buy |
50,097
+8,459
| +20% | +$269K | 1.3% | 29 |
|
|
2014
Q2 | $1.71M | Buy |
41,638
+31,679
| +318% | +$1.3M | 1.44% | 27 |
|
|
2014
Q1 | $441K | Sell |
9,959
-13
| -0.1% | -$576 | 0.41% | 62 |
|
|
2013
Q4 | $419K | Hold |
9,972
| – | – | 0.4% | 58 |
|
|
2013
Q3 | $335K | Sell |
9,972
-1,198
| -11% | -$40.2K | 0.35% | 58 |
|
|
2013
Q2 | $294K | Buy |
+11,170
| New | +$294K | 0.29% | 62 |
|