Wright Investors Service’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-11,190
| Closed | -$356K | – | 229 |
|
|
2014
Q3 | $356K | Sell |
11,190
-1,160
| -9% | -$36.9K | 0.18% | 158 |
|
|
2014
Q2 | $508K | Sell |
12,350
-1,468
| -11% | -$60.4K | 0.23% | 136 |
|
|
2014
Q1 | $612K | Buy |
13,818
+575
| +4% | +$25.5K | 0.28% | 122 |
|
|
2013
Q4 | $556K | Buy |
13,243
+5,652
| +74% | +$237K | 0.25% | 127 |
|
|
2013
Q3 | $255K | Sell |
7,591
-1,712
| -18% | -$57.5K | 0.12% | 197 |
|
|
2013
Q2 | $245K | Buy |
+9,303
| New | +$245K | 0.12% | 194 |
|