EverSource Wealth Advisors’s Trex TREX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.8K Buy
199
+58
+41% +$3.15K ﹤0.01% 2751
2025
Q1
$8.19K Buy
141
+102
+262% +$5.93K ﹤0.01% 2221
2024
Q4
$2.69K Sell
39
-92
-70% -$6.35K ﹤0.01% 2599
2024
Q3
$8.72K Sell
131
-679
-84% -$45.2K ﹤0.01% 1945
2024
Q2
$67.7K Sell
810
-39
-5% -$3.26K ﹤0.01% 954
2024
Q1
$75.2K Sell
849
-14
-2% -$1.24K 0.01% 820
2023
Q4
$71.4K Buy
863
+124
+17% +$10.3K 0.01% 763
2023
Q3
$45.5K Sell
739
-23
-3% -$1.42K ﹤0.01% 848
2023
Q2
$50K Sell
762
-28
-4% -$1.84K 0.01% 838
2023
Q1
$38.5K Buy
790
+67
+9% +$3.26K ﹤0.01% 879
2022
Q4
$30.6K Buy
723
+673
+1,346% +$28.5K ﹤0.01% 942
2022
Q3
$2K Buy
+50
New +$2K ﹤0.01% 1730
2022
Q2
Sell
-124
Closed -$8K 1894
2022
Q1
$8K Hold
124
﹤0.01% 1103
2021
Q4
$17K Buy
+124
New +$17K ﹤0.01% 760