YorkBridge Wealth Partners’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-300
| Closed | -$13K | – | 842 |
|
|
2018
Q2 | $13K | Hold |
300
| – | – | 0.01% | 595 |
|
|
2018
Q1 | $11K | Hold |
300
| – | – | 0.01% | 606 |
|
|
2017
Q4 | $13K | Sell |
300
-300
| -50% | -$13K | 0.01% | 607 |
|
|
2017
Q3 | $27K | Hold |
600
| – | – | 0.01% | 458 |
|
|
2017
Q2 | $22K | Hold |
600
| – | – | 0.01% | 488 |
|
|
2017
Q1 | $21K | Hold |
600
| – | – | 0.01% | 500 |
|
|
2016
Q4 | $19K | Buy |
+600
| New | +$19K | 0.01% | 482 |
|