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Appleton Partners’s Trex TREX Stock Holding History

Appleton Partners’s Portfolio TREX Stock Details TREX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-6,850
Closed -$549K – 269
2020
Q1 		$549K Sell
6,850
-1,150
-14% -$92.2K 0.08% 160
2019
Q4 		$719K Buy
+8,000
New +$719K 0.08% 164