Briaud Financial Planning’s Trex TREX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 326 |
|
2025
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 185 |
|
2024
Q4 | $3K | Hold |
49
| – | – | ﹤0.01% | 179 |
|
2024
Q3 | $3K | Hold |
49
| – | – | ﹤0.01% | 122 |
|
2024
Q2 | $3K | Hold |
49
| – | – | ﹤0.01% | 123 |
|
2024
Q1 | $5K | Buy |
+49
| New | +$5K | ﹤0.01% | 107 |
|
2023
Q4 | – | Sell |
-49
| Closed | -$3K | – | 150 |
|
2023
Q3 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 126 |
|