IFP Advisors’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32.8K | Sell |
900
-14
| -2% | -$563 | ﹤0.01% | 2493 |
|
|
2025
Q4 | $32.1K | Sell |
914
-302
| -25% | -$12.2K | ﹤0.01% | 2451 |
|
|
2025
Q3 | $62.8K | Sell |
1,216
-1,034
| -46% | -$63K | ﹤0.01% | 1956 |
|
|
2025
Q2 | $136K | Sell |
2,250
-38
| -2% | -$2.15K | ﹤0.01% | 1470 |
|
|
2025
Q1 | $134K | Sell |
2,288
-314
| -12% | -$20.4K | ﹤0.01% | 1370 |
|
|
2024
Q4 | $181K | Buy |
2,602
+125
| +5% | +$8.81K | 0.01% | 1165 |
|
|
2024
Q3 | $165K | Buy |
2,477
+104
| +4% | +$7.3K | 0.01% | 1180 |
|
|
2024
Q2 | $176K | Buy |
2,373
+1,944
| +453% | +$170K | 0.01% | 1101 |
|
|
2024
Q1 | $42.8K | Buy |
+429
| New | +$38.2K | ﹤0.01% | 1653 |
|
|
2023
Q3 | – | Sell |
-20
| Closed | -$1.31K | – | 3549 |
|
|
2023
Q2 | $1.31K | Hold |
20
| – | – | ﹤0.01% | 3008 |
|
|
2023
Q1 | $2.36K | Sell |
20
-128
| -86% | -$6.47K | ﹤0.01% | 2844 |
|
|
2022
Q4 | $18K | Sell |
148
-162
| -52% | -$7.35K | ﹤0.01% | 2993 |
|
|
2022
Q3 | $34K | Buy |
310
+104
| +50% | +$5.56K | ﹤0.01% | 2673 |
|
|
2022
Q2 | $23K | Hold |
206
| – | – | ﹤0.01% | 2736 |
|
|
2022
Q1 | $23K | Sell |
206
-106
| -34% | -$9.44K | ﹤0.01% | 2736 |
|
|
2021
Q4 | $44K | Sell |
312
-499
| -62% | -$59.9K | ﹤0.01% | 1606 |
|
|
2021
Q3 | $82K | Buy |
811
+354
| +77% | +$37K | ﹤0.01% | 1373 |
|
|
2021
Q2 | $47K | Hold |
457
| – | – | ﹤0.01% | 1556 |
|
|
2021
Q1 | $41K | Buy |
457
+358
| +362% | +$33.7K | ﹤0.01% | 1546 |
|
|
2020
Q4 | $9K | Buy |
99
+7
| +8% | +$536 | ﹤0.01% | 2119 |
|
|
2020
Q3 | $6K | Buy |
+92
| New | +$6.37K | ﹤0.01% | 2123 |
|
|
2020
Q1 | – | Sell |
-70
| Closed | -$3.28K | – | 3658 |
|
|
2019
Q4 | $3K | Buy |
+70
| New | +$3.08K | ﹤0.01% | 2410 |
|
|
2019
Q1 | – | Sell |
-188
| Closed | -$5K | – | 3378 |
|
|
2018
Q4 | $5K | Sell |
188
-576
| -75% | -$18K | ﹤0.01% | 2871 |
|
|
2018
Q3 | $29K | Buy |
764
+732
| +2,288% | +$28.2K | ﹤0.01% | 2240 |
|
|
2018
Q2 | $1K | Sell |
32
-288
| -90% | -$8.35K | ﹤0.01% | 3776 |
|
|
2018
Q1 | $9K | Hold |
320
| – | – | ﹤0.01% | 2863 |
|
|
2017
Q4 | $9K | Sell |
320
-644
| -67% | -$16.4K | ﹤0.01% | 2908 |
|
|
2017
Q3 | $22K | Buy |
964
+392
| +69% | +$7.47K | ﹤0.01% | 2540 |
|
|
2017
Q2 | $10K | Buy |
572
+180
| +46% | +$3.04K | ﹤0.01% | 3032 |
|
|
2017
Q1 | $7K | Sell |
392
-1,240
| -76% | -$21.4K | ﹤0.01% | 3147 |
|
|
2016
Q4 | $26K | Sell |
1,632
-164
| -9% | -$2.56K | ﹤0.01% | 2292 |
|
|
2016
Q3 | $26K | Buy |
+1,796
| New | +$25K | ﹤0.01% | 2249 |
|
|
2016
Q1 | – | Sell |
-92
| Closed | -$1K | – | 3375 |
|
|
2015
Q4 | $1K | Buy |
+92
| New | +$922 | ﹤0.01% | 3566 |
|
Other funds holding TREX
VCM
VPM
WA
