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 |
|