HAG
HighPoint Advisor Group’s Trex TREX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,008
| Closed | -$201K | – | 666 |
|
|
2023
Q4 | $201K | Buy |
+2,008
| New | +$201K | 0.01% | 596 |
|
|
2022
Q2 | $484K | Buy |
+8,575
| New | +$484K | 0.05% | 297 |
|
|
2021
Q3 | $702K | Buy |
6,884
+234
| +4% | +$23.9K | 0.07% | 234 |
|
|
2021
Q2 | $680K | Buy |
6,650
+731
| +12% | +$74.7K | 0.07% | 242 |
|
|
2021
Q1 | $580K | Buy |
5,919
+343
| +6% | +$33.6K | 0.07% | 239 |
|
|
2020
Q4 | $582K | Buy |
5,576
+636
| +13% | +$66.4K | 0.07% | 220 |
|
|
2020
Q3 | $382K | Buy |
4,940
+2,803
| +131% | +$217K | 0.07% | 228 |
|
|
2020
Q2 | $267K | Buy |
+2,137
| New | +$267K | 0.06% | 260 |
|