Congress Wealth Management’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,420
| Closed | -$921K | – | 871 |
|
|
2024
Q2 | $921K | Sell |
12,420
-165
| -1% | -$12.2K | 0.01% | 441 |
|
|
2024
Q1 | $1.26M | Buy |
12,585
+2,522
| +25% | +$252K | 0.02% | 358 |
|
|
2023
Q4 | $833K | Buy |
10,063
+4,913
| +95% | +$407K | 0.02% | 407 |
|
|
2023
Q3 | $317K | Buy |
+5,150
| New | +$317K | 0.01% | 515 |
|
|
2022
Q1 | – | Sell |
-16,717
| Closed | -$2.26M | – | 638 |
|
|
2021
Q4 | $2.26M | Buy |
+16,717
| New | +$2.26M | 0.04% | 297 |
|