Householder Group Estate & Retirement Specialist’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,512
| Closed | -$167K | – | 1163 |
|
|
2024
Q3 | $167K | Hold |
2,512
| – | – | 0.05% | 278 |
|
|
2024
Q2 | $186K | Hold |
2,512
| – | – | 0.05% | 254 |
|
|
2024
Q1 | $251K | Hold |
2,512
| – | – | 0.07% | 218 |
|
|
2023
Q4 | $207K | Sell |
2,512
-194
| -7% | -$16K | 0.07% | 237 |
|
|
2023
Q3 | $167K | Buy |
+2,706
| New | +$167K | 0.06% | 238 |
|
|
2023
Q1 | $132K | Hold |
2,706
| – | – | 0.05% | 248 |
|
|
2022
Q4 | $114K | Sell |
2,706
-390
| -13% | -$16.4K | 0.17% | 66 |
|
|
2022
Q3 | $136K | Buy |
+3,096
| New | +$136K | 0.06% | 218 |
|
|
2022
Q1 | – | Sell |
-2,512
| Closed | -$339K | – | 206 |
|
|
2021
Q4 | $339K | Buy |
+2,512
| New | +$339K | 0.13% | 153 |
|