Atria Wealth Solutions’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,550
| Closed | -$411K | – | 2023 |
|
|
2024
Q2 | $411K | Sell |
5,550
-174
| -3% | -$12.9K | ﹤0.01% | 1315 |
|
|
2024
Q1 | $571K | Sell |
5,724
-124
| -2% | -$12.4K | 0.01% | 1196 |
|
|
2023
Q4 | $484K | Buy |
5,848
+2,531
| +76% | +$210K | 0.01% | 1221 |
|
|
2023
Q3 | $204K | Buy |
+3,317
| New | +$204K | ﹤0.01% | 1678 |
|