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Wills Financial Group’s Terex TEX Stock Holding History

Wills Financial Group’s Portfolio TEX Stock Details TEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-6,987	Closed	-$307K	–	75
2021 Q4	$307K	Sell	6,987 -730	-9%	-$32.1K	0.12%	60
2021 Q3	$324K	Buy	7,717 +1,967	+34%	+$82.6K	0.15%	58
2021 Q2	$273K	Buy	+5,750	New	+$273K	0.12%	62