Independent Advisor Alliance’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
4,036
-481
| -11% | -$26.2K | 0.01% | 818 |
|
|
2025
Q1 | $262K | Sell |
4,517
-575
| -11% | -$33.4K | 0.01% | 691 |
|
|
2024
Q4 | $351K | Sell |
5,092
-1,768
| -26% | -$122K | ﹤0.01% | 1074 |
|
|
2024
Q3 | $457K | Sell |
6,860
-1,097
| -14% | -$73K | 0.02% | 475 |
|
|
2024
Q2 | $590K | Buy |
7,957
+949
| +14% | +$70.3K | 0.02% | 426 |
|
|
2024
Q1 | $699K | Sell |
7,008
-41
| -0.6% | -$4.09K | 0.03% | 386 |
|
|
2023
Q4 | $584K | Buy |
7,049
+32
| +0.5% | +$2.65K | 0.02% | 409 |
|
|
2023
Q3 | $432K | Buy |
7,017
+78
| +1% | +$4.81K | 0.02% | 447 |
|
|
2023
Q2 | $455K | Sell |
6,939
-573
| -8% | -$37.6K | 0.02% | 447 |
|
|
2023
Q1 | $366K | Buy |
+7,512
| New | +$366K | 0.02% | 479 |
|
|
2022
Q4 | – | Sell |
-5,989
| Closed | -$263K | – | 618 |
|
|
2022
Q3 | $263K | Sell |
5,989
-82
| -1% | -$3.6K | 0.02% | 516 |
|
|
2022
Q2 | $330K | Sell |
6,071
-300
| -5% | -$16.3K | 0.02% | 464 |
|
|
2022
Q1 | $416K | Sell |
6,371
-258
| -4% | -$16.8K | 0.02% | 438 |
|
|
2021
Q4 | $895K | Sell |
6,629
-13
| -0.2% | -$1.76K | 0.04% | 293 |
|
|
2021
Q3 | $677K | Sell |
6,642
-671
| -9% | -$68.4K | 0.04% | 320 |
|
|
2021
Q2 | $747K | Sell |
7,313
-108
| -1% | -$11K | 0.04% | 316 |
|
|
2021
Q1 | $679K | Buy |
7,421
+100
| +1% | +$9.15K | 0.04% | 314 |
|
|
2020
Q4 | $613K | Buy |
7,321
+396
| +6% | +$33.2K | 0.04% | 308 |
|
|
2020
Q3 | $496K | Buy |
+6,925
| New | +$496K | 0.04% | 300 |
|