Aries Wealth Management’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,200
| Closed | -$1.19M | – | 235 |
|
|
2024
Q4 | $1.19M | Hold |
17,200
| – | – | 0.33% | 75 |
|
|
2024
Q3 | $1.15M | Hold |
17,200
| – | – | 0.31% | 80 |
|
|
2024
Q2 | $1.27M | Hold |
17,200
| – | – | 0.4% | 63 |
|
|
2024
Q1 | $1.72M | Hold |
17,200
| – | – | 0.55% | 49 |
|
|
2023
Q4 | $1.42M | Hold |
17,200
| – | – | 0.51% | 53 |
|
|
2023
Q3 | $1.01M | Hold |
17,200
| – | – | 0.39% | 68 |
|
|
2023
Q2 | $1.13M | Hold |
17,200
| – | – | 0.44% | 65 |
|
|
2023
Q1 | $837K | Hold |
17,200
| – | – | 0.34% | 79 |
|
|
2022
Q4 | $728K | Hold |
17,200
| – | – | 0.31% | 83 |
|
|
2022
Q3 | $827K | Hold |
17,200
| – | – | 0.37% | 72 |
|
|
2022
Q2 | $936K | Buy |
+17,200
| New | +$1.04M | 0.43% | 65 |
|
|
2022
Q1 | – | Sell |
-17,200
| Closed | -$2.32M | – | 207 |
|
|
2021
Q4 | $2.32M | Hold |
17,200
| – | – | 0.89% | 33 |
|
|
2021
Q3 | $1.75M | Hold |
17,200
| – | – | 0.74% | 35 |
|
|
2021
Q2 | $1.76M | Hold |
17,200
| – | – | 0.75% | 35 |
|
|
2021
Q1 | $1.73M | Hold |
17,200
| – | – | 0.78% | 36 |
|
|
2020
Q4 | $1.53M | Hold |
17,200
| – | – | 0.76% | 37 |
|
|
2020
Q3 | $1.23M | Hold |
17,200
| – | – | 0.7% | 42 |
|
|
2020
Q2 | $1.12M | Hold |
17,200
| – | – | 0.68% | 44 |
|
|
2020
Q1 | $652K | Hold |
17,200
| – | – | 0.5% | 56 |
|
|
2019
Q4 | $781K | Hold |
17,200
| – | – | 0.48% | 58 |
|
|
2019
Q3 | $778K | Hold |
17,200
| – | – | 0.52% | 52 |
|
|
2019
Q2 | $626K | Hold |
17,200
| – | – | 0.44% | 65 |
|
|
2019
Q1 | $529K | Sell |
17,200
-3,200
| -16% | -$112K | 0.4% | 68 |
|
|
2018
Q4 | $605K | Hold |
20,400
| – | – | 0.64% | 50 |
|
|
2018
Q3 | $785K | Hold |
20,400
| – | – | 0.7% | 46 |
|
|
2018
Q2 | $793K | Hold |
20,400
| – | – | 0.73% | 43 |
|
|
2018
Q1 | $560K | Hold |
20,400
| – | – | 0.54% | 57 |
|
|
2017
Q4 | $583K | Buy |
+20,400
| New | +$519K | 0.54% | 55 |
|
Other funds holding TREX
WA
CCA
