Clearstead Advisors’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.5K | Buy |
782
+762
| +3,810% | +$41.4K | ﹤0.01% | 1328 |
|
|
2025
Q1 | $1.16K | Sell |
20
-36
| -64% | -$2.09K | ﹤0.01% | 1970 |
|
|
2024
Q4 | $3.87K | Buy |
56
+36
| +180% | +$2.49K | ﹤0.01% | 1761 |
|
|
2024
Q3 | $1.33K | Hold |
20
| – | – | ﹤0.01% | 1877 |
|
|
2024
Q2 | $1.48K | Hold |
20
| – | – | ﹤0.01% | 1850 |
|
|
2024
Q1 | $1.75K | Hold |
20
| – | – | ﹤0.01% | 1330 |
|
|
2023
Q4 | $1.66K | Sell |
20
-20
| -50% | -$1.66K | ﹤0.01% | 1312 |
|
|
2023
Q3 | $2.47K | Buy |
40
+20
| +100% | +$1.23K | ﹤0.01% | 1372 |
|
|
2023
Q2 | $1.31K | Hold |
20
| – | – | ﹤0.01% | 1219 |
|
|
2023
Q1 | $974 | Hold |
20
| – | – | ﹤0.01% | 1246 |
|
|
2022
Q4 | $847 | Hold |
20
| – | – | ﹤0.01% | 1185 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1201 |
|
|
2022
Q2 | $1K | Sell |
20
-31
| -61% | -$1.55K | ﹤0.01% | 1227 |
|
|
2022
Q1 | $3K | Buy |
51
+41
| +410% | +$2.41K | ﹤0.01% | 1163 |
|
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1215 |
|
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1242 |
|
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1200 |
|
|
2021
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1075 |
|