Baystate Wealth Management’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $18K | Hold |
218
| – | – | ﹤0.01% | 581 |
|
|
2023
Q3 | $13.4K | Hold |
218
| – | – | ﹤0.01% | 527 |
|
|
2023
Q2 | $14.3K | Sell |
218
-435
| -67% | -$28.5K | ﹤0.01% | 508 |
|
|
2023
Q1 | $31.8K | Buy |
653
+56
| +9% | +$2.73K | ﹤0.01% | 397 |
|
|
2022
Q4 | $25K | Buy |
597
+83
| +16% | +$3.48K | ﹤0.01% | 427 |
|
|
2022
Q3 | $23K | Buy |
514
+45
| +10% | +$2.01K | ﹤0.01% | 409 |
|
|
2022
Q2 | $26K | Buy |
469
+27
| +6% | +$1.5K | ﹤0.01% | 418 |
|
|
2022
Q1 | $29K | Buy |
442
+108
| +32% | +$7.09K | ﹤0.01% | 399 |
|
|
2021
Q4 | $45K | Sell |
334
-6
| -2% | -$808 | ﹤0.01% | 340 |
|
|
2021
Q3 | $35K | Hold |
340
| – | – | ﹤0.01% | 336 |
|
|
2021
Q2 | $35K | Buy |
+340
| New | +$35K | ﹤0.01% | 319 |
|