AE Wealth Management’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,160
| Closed | -$565K | – | 2176 |
|
|
2023
Q3 | $565K | Buy |
+9,160
| New | +$565K | ﹤0.01% | 1310 |
|
|
2022
Q1 | – | Sell |
-3,223
| Closed | -$435K | – | 1809 |
|
|
2021
Q4 | $435K | Sell |
3,223
-1,315
| -29% | -$177K | ﹤0.01% | 1300 |
|
|
2021
Q3 | $463K | Buy |
4,538
+2,445
| +117% | +$249K | ﹤0.01% | 1198 |
|
|
2021
Q2 | $214K | Buy |
+2,093
| New | +$214K | ﹤0.01% | 1477 |
|
|
2021
Q1 | – | Sell |
-2,597
| Closed | -$217K | – | 1548 |
|
|
2020
Q4 | $217K | Sell |
2,597
-787
| -23% | -$65.8K | ﹤0.01% | 1253 |
|
|
2020
Q3 | $242K | Sell |
3,384
-568
| -14% | -$40.6K | ﹤0.01% | 1108 |
|
|
2020
Q2 | $257K | Buy |
+3,952
| New | +$257K | ﹤0.01% | 1074 |
|