YHB Investment Advisors’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-7,514
| Closed | -$209K | – | 170 |
|
|
2014
Q4 | $209K | Hold |
7,514
| – | – | 0.05% | 154 |
|
|
2014
Q3 | $239K | Hold |
7,514
| – | – | 0.06% | 142 |
|
|
2014
Q2 | $309K | Hold |
7,514
| – | – | 0.07% | 132 |
|
|
2014
Q1 | $333K | Hold |
7,514
| – | – | 0.08% | 130 |
|
|
2013
Q4 | $316K | Hold |
7,514
| – | – | 0.08% | 129 |
|
|
2013
Q3 | $252K | Buy |
+7,514
| New | +$252K | 0.07% | 134 |
|