Halpern Financial’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $60.7K | Hold |
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|
2024
Q2 | $66.7K | Hold |
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|
2024
Q1 | $85.7K | Sell |
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|
2023
Q4 | $77.2K | Hold |
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|
2023
Q3 | $61.6K | Sell |
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|
2023
Q2 | $72.1K | Hold |
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|
2023
Q1 | $53.5K | Sell |
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|
2022
Q4 | $50.8K | Hold |
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|
2022
Q3 | $52.7K | Hold |
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|
2022
Q2 | $65.3K | Hold |
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|
2022
Q1 | $78.4K | Sell |
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|
2021
Q4 | $182K | Sell |
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|
2021
Q3 | $150K | Sell |
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|
2021
Q2 | $164K | Buy |
|