Evermay Wealth Management’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Hold |
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|
2025
Q1 | $402K | Hold |
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|
2024
Q4 | $478K | Sell |
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|
2024
Q3 | $471K | Hold |
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|
2024
Q2 | $525K | Hold |
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|
2024
Q1 | $706K | Sell |
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|
2023
Q4 | $602K | Sell |
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|
2023
Q3 | $461K | Hold |
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|
2023
Q2 | $490K | Buy |
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|
2023
Q1 | $344K | Sell |
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|
2022
Q4 | $321K | Buy |
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|
2022
Q3 | $311K | Hold |
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|
2022
Q2 | $385K | Sell |
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|
2022
Q1 | $516K | Sell |
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|
2021
Q4 | $1.31M | Sell |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $1.2M | Hold |
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|
2021
Q1 | $1.07M | Hold |
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|
2020
Q4 | $981K | Sell |
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|
2020
Q3 | $869K | Buy |
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|
2020
Q2 | $737K | Hold |
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|
2020
Q1 | $454K | Hold |
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|
2019
Q4 | $509K | Hold |
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|
2019
Q3 | $515K | Hold |
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|
2019
Q2 | $406K | Hold |
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|
2019
Q1 | $349K | Hold |
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|
2018
Q4 | $336K | Sell |
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|
2018
Q3 | $440K | Sell |
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|
2018
Q2 | $362K | Hold |
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|
2018
Q1 | $314K | Hold |
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|
2017
Q4 | $313K | Sell |
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|
2017
Q3 | $262K | Sell |
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|
2017
Q2 | $204K | Hold |
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|
2017
Q1 | $209K | Sell |
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|
2016
Q4 | $213K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $215K | Buy |
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