HWA
HHM Wealth Advisors’s Trex TREX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.32K | Sell |
153
-647
| -81% | -$35.2K | ﹤0.01% | 633 |
|
|
2025
Q1 | $46.5K | Hold |
800
| – | – | 0.01% | 375 |
|
|
2024
Q4 | $55.2K | Hold |
800
| – | – | 0.01% | 338 |
|
|
2024
Q3 | $53.3K | Hold |
800
| – | – | 0.01% | 331 |
|
|
2024
Q2 | $59.3K | Hold |
800
| – | – | 0.01% | 315 |
|
|
2024
Q1 | $79.8K | Hold |
800
| – | – | 0.01% | 233 |
|
|
2023
Q4 | $66.2K | Hold |
800
| – | – | 0.01% | 255 |
|
|
2023
Q3 | $49.3K | Hold |
800
| – | – | 0.01% | 271 |
|
|
2023
Q2 | $52.4K | Hold |
800
| – | – | 0.01% | 270 |
|
|
2023
Q1 | $38.9K | Hold |
800
| – | – | 0.01% | 309 |
|
|
2022
Q4 | $33.9K | Hold |
800
| – | – | 0.01% | 292 |
|
|
2022
Q3 | $35K | Sell |
800
-70
| -8% | -$3.06K | 0.01% | 279 |
|
|
2022
Q2 | $47K | Hold |
870
| – | – | 0.01% | 290 |
|
|
2022
Q1 | $57K | Hold |
870
| – | – | 0.01% | 290 |
|
|
2021
Q4 | $117K | Hold |
870
| – | – | 0.03% | 198 |
|
|
2021
Q3 | $89K | Hold |
870
| – | – | 0.02% | 220 |
|
|
2021
Q2 | $89K | Buy |
870
+70
| +9% | +$7.16K | 0.02% | 220 |
|
|
2021
Q1 | $73K | Hold |
800
| – | – | 0.02% | 224 |
|
|
2020
Q4 | $67K | Hold |
800
| – | – | 0.02% | 227 |
|
|
2020
Q3 | $57K | Buy |
800
+400
| +100% | +$28.5K | 0.02% | 209 |
|
|
2020
Q2 | $52K | Hold |
400
| – | – | 0.02% | 221 |
|
|
2020
Q1 | $32K | Buy |
+400
| New | +$32K | 0.02% | 248 |
|