Zeke Capital Advisors’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $227K | Sell |
5,307
-1,695
| -24% | -$72.4K | 0.01% | 418 |
|
|
2022
Q3 | $208K | Buy |
+7,002
| New | +$208K | 0.02% | 425 |
|
|
2022
Q2 | – | Sell |
-7,727
| Closed | -$276K | – | 533 |
|
|
2022
Q1 | $276K | Sell |
7,727
-1,388
| -15% | -$49.6K | 0.01% | 392 |
|
|
2021
Q4 | $401K | Hold |
9,115
| – | – | 0.02% | 187 |
|
|
2021
Q3 | $384K | Sell |
9,115
-491
| -5% | -$20.7K | 0.02% | 178 |
|
|
2021
Q2 | $457K | Buy |
9,606
+30
| +0.3% | +$1.43K | 0.03% | 156 |
|
|
2021
Q1 | $441K | Sell |
9,576
-3,848
| -29% | -$177K | 0.03% | 145 |
|
|
2020
Q4 | $468K | Sell |
13,424
-5,157
| -28% | -$180K | 0.04% | 122 |
|
|
2020
Q3 | $360K | Hold |
18,581
| – | – | 0.04% | 135 |
|
|
2020
Q2 | $349K | Buy |
+18,581
| New | +$349K | 0.07% | 126 |
|
|
2020
Q1 | – | Sell |
-43,584
| Closed | -$1.3M | – | 479 |
|
|
2019
Q4 | $1.3M | Hold |
43,584
| – | – | 0.11% | 160 |
|
|
2019
Q3 | $1.13M | Buy |
43,584
+22,556
| +107% | +$586K | 0.1% | 166 |
|
|
2019
Q2 | $660K | Sell |
21,028
-109
| -0.5% | -$3.42K | 0.06% | 286 |
|
|
2019
Q1 | $679K | Buy |
21,137
+9,641
| +84% | +$310K | 0.06% | 288 |
|
|
2018
Q4 | $317K | Buy |
11,496
+1,025
| +10% | +$28.3K | 0.03% | 423 |
|
|
2018
Q3 | $418K | Buy |
+10,471
| New | +$418K | 0.03% | 441 |
|