Carson Wealth (CWM LLC)’s Trex TREX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62K | Buy |
1,141
+164
| +17% | +$8.91K | ﹤0.01% | 3108 |
|
|
2025
Q1 | $57K | Sell |
977
-307
| -24% | -$17.9K | ﹤0.01% | 2873 |
|
|
2024
Q4 | $89K | Sell |
1,284
-1,535
| -54% | -$106K | ﹤0.01% | 2364 |
|
|
2024
Q3 | $188K | Sell |
2,819
-537
| -16% | -$35.8K | ﹤0.01% | 1788 |
|
|
2024
Q2 | $249K | Buy |
3,356
+242
| +8% | +$18K | ﹤0.01% | 1470 |
|
|
2024
Q1 | $311K | Buy |
3,114
+2,225
| +250% | +$222K | ﹤0.01% | 1312 |
|
|
2023
Q4 | $74K | Buy |
889
+62
| +7% | +$5.16K | ﹤0.01% | 1938 |
|
|
2023
Q3 | $51K | Buy |
827
+128
| +18% | +$7.89K | ﹤0.01% | 2050 |
|
|
2023
Q2 | $46K | Buy |
699
+9
| +1% | +$592 | ﹤0.01% | 2061 |
|
|
2023
Q1 | $34K | Sell |
690
-396
| -36% | -$19.5K | ﹤0.01% | 2131 |
|
|
2022
Q4 | $46K | Sell |
1,086
-1,119
| -51% | -$47.4K | ﹤0.01% | 1790 |
|
|
2022
Q3 | $97K | Sell |
2,205
-546
| -20% | -$24K | ﹤0.01% | 1339 |
|
|
2022
Q2 | $150K | Buy |
2,751
+68
| +3% | +$3.71K | ﹤0.01% | 1158 |
|
|
2022
Q1 | $175K | Sell |
2,683
-327
| -11% | -$21.3K | ﹤0.01% | 1094 |
|
|
2021
Q4 | $406K | Buy |
+3,010
| New | +$406K | ﹤0.01% | 782 |
|
|
2021
Q2 | $216K | Hold |
2,113
| – | – | ﹤0.01% | 878 |
|
|
2021
Q1 | $216K | Hold |
2,113
| – | – | ﹤0.01% | 878 |
|
|
2020
Q4 | $216K | Hold |
2,113
| – | – | ﹤0.01% | 878 |
|
|
2020
Q3 | $216K | Sell |
2,113
-2,113
| -50% | -$216K | ﹤0.01% | 878 |
|
|
2020
Q2 | $216K | Hold |
4,226
| – | – | ﹤0.01% | 878 |
|
|
2020
Q1 | $216K | Hold |
4,226
| – | – | ﹤0.01% | 878 |
|
|
2019
Q4 | $216K | Hold |
4,226
| – | – | ﹤0.01% | 878 |
|
|
2019
Q3 | $216K | Hold |
4,226
| – | – | ﹤0.01% | 878 |
|
|
2019
Q2 | $216K | Hold |
4,226
| – | – | ﹤0.01% | 878 |
|
|
2019
Q1 | $216K | Buy |
4,226
+3,314
| +363% | +$169K | ﹤0.01% | 878 |
|
|
2018
Q4 | $27K | Hold |
912
| – | – | ﹤0.01% | 1049 |
|
|
2018
Q3 | $35K | Hold |
912
| – | – | ﹤0.01% | 824 |
|
|
2018
Q2 | $29K | Hold |
912
| – | – | ﹤0.01% | 758 |
|
|
2018
Q1 | $25K | Hold |
912
| – | – | ﹤0.01% | 674 |
|
|
2017
Q4 | $25K | Hold |
912
| – | – | ﹤0.01% | 659 |
|
|
2017
Q3 | $21K | Hold |
912
| – | – | ﹤0.01% | 697 |
|
|
2017
Q2 | $15K | Hold |
912
| – | – | ﹤0.01% | 697 |
|
|
2017
Q1 | $16K | Buy |
912
+32
| +4% | +$561 | ﹤0.01% | 653 |
|
|
2016
Q4 | $14K | Hold |
880
| – | – | ﹤0.01% | 667 |
|
|
2016
Q3 | $13K | Buy |
+880
| New | +$13K | ﹤0.01% | 638 |
|