Berman Capital Advisors’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $50K | Buy |
492
+241
| +96% | +$24.5K | 0.01% | 670 |
|
|
2021
Q2 | $25K | Buy |
251
+213
| +561% | +$21.2K | ﹤0.01% | 832 |
|
|
2021
Q1 | $3K | Buy |
38
+2
| +6% | +$158 | ﹤0.01% | 1448 |
|
|
2020
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 1334 |
|
|
2020
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 1341 |
|
|
2020
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 1323 |
|
|
2020
Q1 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 1372 |
|
|
2019
Q2 | – | Sell |
-30
| Closed | – | – | 1576 |
|
|
2019
Q1 | $0 | Buy |
+30
| New | – | ﹤0.01% | 1485 |
|