Avantax Advisory Services’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $899K | Buy |
16,538
+312
| +2% | +$17K | ﹤0.01% | 1231 |
|
|
2025
Q1 | $943K | Buy |
16,226
+2,793
| +21% | +$162K | 0.01% | 1125 |
|
|
2024
Q4 | $927K | Sell |
13,433
-4,094
| -23% | -$283K | 0.01% | 1070 |
|
|
2024
Q3 | $1.17M | Sell |
17,527
-412
| -2% | -$27.4K | 0.01% | 944 |
|
|
2024
Q2 | $1.33M | Buy |
17,939
+13,989
| +354% | +$1.04M | 0.01% | 831 |
|
|
2024
Q1 | $394K | Buy |
3,950
+173
| +5% | +$17.3K | ﹤0.01% | 1158 |
|
|
2023
Q4 | $313K | Buy |
3,777
+370
| +11% | +$30.6K | ﹤0.01% | 1215 |
|
|
2023
Q3 | $210K | Buy |
3,407
+3
| +0.1% | +$185 | ﹤0.01% | 1402 |
|
|
2023
Q2 | $223K | Buy |
+3,404
| New | +$223K | ﹤0.01% | 1350 |
|
|
2022
Q1 | – | Sell |
-1,528
| Closed | -$206K | – | 1360 |
|
|
2021
Q4 | $206K | Buy |
+1,528
| New | +$206K | ﹤0.01% | 1159 |
|