Cerity Partners’s REX American Resources REX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
+7,330
| New | +$357K | ﹤0.01% | 2051 |
|
|
2025
Q1 | – | Sell |
-13,770
| Closed | -$582K | – | 2596 |
|
|
2024
Q4 | $582K | Buy |
13,770
+3,580
| +35% | +$151K | ﹤0.01% | 1675 |
|
|
2024
Q3 | $472K | Buy |
10,190
+2,122
| +26% | +$98.2K | ﹤0.01% | 1805 |
|
|
2024
Q2 | $368K | Buy |
+8,068
| New | +$368K | ﹤0.01% | 1701 |
|