B. Riley Wealth Advisors’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $318K | Buy |
+4,608
| New | +$318K | 0.01% | 853 |
|
|
2024
Q3 | – | Sell |
-4,290
| Closed | -$318K | – | 1433 |
|
|
2024
Q2 | $318K | Sell |
4,290
-2,868
| -40% | -$213K | 0.01% | 1005 |
|
|
2024
Q1 | $441K | Buy |
7,158
+1,988
| +38% | +$123K | 0.01% | 858 |
|
|
2023
Q4 | $428K | Sell |
5,170
-1,988
| -28% | -$165K | 0.01% | 897 |
|
|
2023
Q3 | $441K | Buy |
7,158
+1,872
| +35% | +$115K | 0.01% | 858 |
|
|
2023
Q2 | $347K | Sell |
5,286
-525
| -9% | -$34.4K | 0.01% | 1040 |
|
|
2023
Q1 | $283K | Buy |
5,811
+32
| +0.6% | +$1.56K | 0.01% | 1100 |
|
|
2022
Q4 | $245K | Buy |
5,779
+535
| +10% | +$22.6K | 0.01% | 1152 |
|
|
2022
Q3 | $231K | Sell |
5,244
-717
| -12% | -$31.6K | 0.01% | 1160 |
|
|
2022
Q2 | $325K | Buy |
5,961
+813
| +16% | +$44.3K | 0.01% | 843 |
|
|
2022
Q1 | $337K | Buy |
5,148
+1,943
| +61% | +$127K | 0.01% | 957 |
|
|
2021
Q4 | $433K | Buy |
3,205
+87
| +3% | +$11.8K | 0.01% | 897 |
|
|
2021
Q3 | $318K | Buy |
3,118
+100
| +3% | +$10.2K | 0.01% | 1008 |
|
|
2021
Q2 | $309K | Sell |
3,018
-829
| -22% | -$84.9K | 0.01% | 1008 |
|
|
2021
Q1 | $353K | Buy |
+3,847
| New | +$353K | 0.01% | 912 |
|