Winslow Evans & Crocker’s Terex TEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-290
| Closed | -$5K | – | 1157 |
|
|
2020
Q2 | $5K | Hold |
290
| – | – | ﹤0.01% | 901 |
|
|
2020
Q1 | $6K | Hold |
290
| – | – | ﹤0.01% | 842 |
|
|
2019
Q4 | $10K | Sell |
290
-32
| -10% | -$1.1K | ﹤0.01% | 832 |
|
|
2019
Q3 | $10K | Sell |
322
-20
| -6% | -$621 | ﹤0.01% | 823 |
|
|
2019
Q2 | $12K | Hold |
342
| – | – | ﹤0.01% | 790 |
|
|
2019
Q1 | $12K | Hold |
342
| – | – | ﹤0.01% | 786 |
|
|
2018
Q4 | $10K | Hold |
342
| – | – | ﹤0.01% | 782 |
|
|
2018
Q3 | $14K | Hold |
342
| – | – | ﹤0.01% | 748 |
|
|
2018
Q2 | $16K | Hold |
342
| – | – | 0.01% | 725 |
|
|
2018
Q1 | $12.8K | Sell |
342
-18
| -5% | -$673 | ﹤0.01% | 737 |
|
|
2017
Q4 | $17.4K | Hold |
360
| – | – | 0.01% | 688 |
|
|
2017
Q3 | $16.2K | Hold |
360
| – | – | 0.01% | 710 |
|
|
2017
Q2 | $13.5K | Hold |
360
| – | – | ﹤0.01% | 850 |
|
|
2017
Q1 | $11.3K | Hold |
360
| – | – | ﹤0.01% | 861 |
|
|
2016
Q4 | $11.4K | Hold |
360
| – | – | ﹤0.01% | 850 |
|
|
2016
Q3 | $9.15K | Sell |
360
-146
| -29% | -$3.71K | ﹤0.01% | 929 |
|
|
2016
Q2 | $10.3K | Sell |
506
-39
| -7% | -$791 | ﹤0.01% | 869 |
|
|
2016
Q1 | $13.6K | Sell |
545
-409
| -43% | -$10.2K | ﹤0.01% | 802 |
|
|
2015
Q4 | $17.6K | Hold |
954
| – | – | 0.01% | 776 |
|
|
2015
Q3 | $17.1K | Hold |
954
| – | – | 0.01% | 764 |
|
|
2015
Q2 | $22.2K | Hold |
954
| – | – | 0.01% | 736 |
|
|
2015
Q1 | $25.3K | Hold |
954
| – | – | 0.01% | 681 |
|
|
2014
Q4 | $26.6K | Hold |
954
| – | – | 0.01% | 665 |
|
|
2014
Q3 | $30.3K | Sell |
954
-299
| -24% | -$9.49K | 0.01% | 661 |
|
|
2014
Q2 | $51.5K | Hold |
1,253
| – | – | 0.02% | 494 |
|
|
2014
Q1 | $55.5K | Sell |
1,253
-462
| -27% | -$20.5K | 0.02% | 471 |
|
|
2013
Q4 | $72K | Buy |
+1,715
| New | +$72K | 0.02% | 453 |
|