Halpern Financial’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $60.7K | Hold |
900
| – | – | 0.02% | 88 |
|
|
2024
Q2 | $66.7K | Hold |
900
| – | – | 0.02% | 83 |
|
|
2024
Q1 | $85.7K | Sell |
900
-100
| -10% | -$9.52K | 0.02% | 73 |
|
|
2023
Q4 | $77.2K | Hold |
1,000
| – | – | 0.02% | 77 |
|
|
2023
Q3 | $61.6K | Sell |
1,000
-100
| -9% | -$6.16K | 0.02% | 79 |
|
|
2023
Q2 | $72.1K | Hold |
1,100
| – | – | 0.02% | 71 |
|
|
2023
Q1 | $53.5K | Sell |
1,100
-100
| -8% | -$4.87K | 0.02% | 76 |
|
|
2022
Q4 | $50.8K | Hold |
1,200
| – | – | 0.02% | 82 |
|
|
2022
Q3 | $52.7K | Hold |
1,200
| – | – | 0.02% | 78 |
|
|
2022
Q2 | $65.3K | Hold |
1,200
| – | – | 0.03% | 75 |
|
|
2022
Q1 | $78.4K | Sell |
1,200
-150
| -11% | -$9.8K | 0.03% | 82 |
|
|
2021
Q4 | $182K | Sell |
1,350
-125
| -8% | -$16.9K | 0.08% | 47 |
|
|
2021
Q3 | $150K | Sell |
1,475
-125
| -8% | -$12.7K | 0.07% | 47 |
|
|
2021
Q2 | $164K | Buy |
+1,600
| New | +$164K | 0.08% | 36 |
|