Disciplined U.S. Small Cap Equity Portfolio TEX Holdings History
Disciplined U.S. Small Cap Equity Portfolio's Terex Corp Holding Summary
As of 2025-04-30, Disciplined U.S. Small Cap Equity Portfolio held - shares of Terex Corp(TEX), totaling N/A. This investment constitutes 0% of their stock portfolio, and Disciplined U.S. Small Cap Equity Portfolio now holds 0% of the outstanding Terex Corp(TEX) stock.
The initial trade took place in 2021Q4. And since then Disciplined U.S. Small Cap Equity Portfolio has made 5 purchases of TEX, at an average price of $51.66, for a total of 576.00 shares. In addition, there have been 2 sales at an average price of $41.51 for 576.00 shares. Based on historical transaction data and TEX's current price of $49.41, Disciplined U.S. Small Cap Equity Portfolio's estimated gain on his TEX holdings is $-5,847.77, reflecting a -19.65% gain to date.
Disciplined U.S. Small Cap Equity Portfolio TEX ($49.41) Holding Chart
Disciplined U.S. Small Cap Equity Portfolio TEX ($49.41) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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