Bartlett & Co Wealth Management’s Trex TREX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.53K | Hold |
120
| – | – | ﹤0.01% | 963 |
|
2025
Q1 | $6.97K | Hold |
120
| – | – | ﹤0.01% | 949 |
|
2024
Q4 | $8.28K | Hold |
120
| – | – | ﹤0.01% | 925 |
|
2024
Q3 | $7.99K | Hold |
120
| – | – | ﹤0.01% | 933 |
|
2024
Q2 | $8.89K | Buy |
+120
| New | +$8.89K | ﹤0.01% | 930 |
|
2021
Q1 | – | Sell |
-40
| Closed | -$3.35K | – | 1192 |
|
2020
Q4 | $3.35K | Buy |
+40
| New | +$3.35K | ﹤0.01% | 844 |
|