Castle Rock Wealth Management’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,668
| Closed | -$1.18M | – | 261 |
|
|
2021
Q4 | $1.18M | Buy |
12,668
+188
| +2% | +$17.6K | 0.48% | 61 |
|
|
2021
Q3 | $1.45M | Buy |
12,480
+956
| +8% | +$111K | 0.49% | 64 |
|
|
2021
Q2 | $1.2M | Buy |
11,524
+1,759
| +18% | +$182K | 0.44% | 69 |
|
|
2021
Q1 | $1.01M | Buy |
9,765
+1,101
| +13% | +$114K | 0.41% | 87 |
|
|
2020
Q4 | $850K | Buy |
+8,664
| New | +$850K | 0.35% | 94 |
|