WhitTier Trust Company’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-285
| Closed | -$4K | – | 988 |
|
|
2020
Q1 | $4K | Hold |
285
| – | – | ﹤0.01% | 898 |
|
|
2019
Q4 | $8K | Hold |
285
| – | – | ﹤0.01% | 879 |
|
|
2019
Q3 | $7K | Hold |
285
| – | – | ﹤0.01% | 878 |
|
|
2019
Q2 | $9K | Hold |
285
| – | – | ﹤0.01% | 844 |
|
|
2019
Q1 | $9K | Hold |
285
| – | – | ﹤0.01% | 843 |
|
|
2018
Q4 | $8K | Buy |
+285
| New | +$8K | ﹤0.01% | 871 |
|
|
2015
Q1 | – | Sell |
-600
| Closed | -$17K | – | 903 |
|
|
2014
Q4 | $17K | Hold |
600
| – | – | ﹤0.01% | 737 |
|
|
2014
Q3 | $19K | Hold |
600
| – | – | ﹤0.01% | 710 |
|
|
2014
Q2 | $25K | Hold |
600
| – | – | ﹤0.01% | 674 |
|
|
2014
Q1 | $27K | Buy |
+600
| New | +$27K | ﹤0.01% | 663 |
|