Fiduciary Planning’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Hold |
6,400
| – | – | 0.12% | 59 |
|
|
2025
Q1 | $372K | Hold |
6,400
| – | – | 0.12% | 58 |
|
|
2024
Q4 | $442K | Sell |
6,400
-30
| -0.5% | -$2.07K | 0.14% | 54 |
|
|
2024
Q3 | $428K | Hold |
6,430
| – | – | 0.15% | 47 |
|
|
2024
Q2 | $477K | Hold |
6,430
| – | – | 0.17% | 47 |
|
|
2024
Q1 | $641K | Hold |
6,430
| – | – | 0.24% | 38 |
|
|
2023
Q4 | $532K | Hold |
6,430
| – | – | 0.23% | 38 |
|
|
2023
Q3 | $396K | Buy |
+6,430
| New | +$396K | 0.19% | 51 |
|