J.P. Morgan Private Wealth Advisors’s Trex TREX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $380K | Sell |
6,166
-6,549
| -52% | -$404K | ﹤0.01% | 1358 |
|
|
2023
Q2 | $834K | Buy |
12,715
+6,327
| +99% | +$415K | ﹤0.01% | 823 |
|
|
2023
Q1 | $311K | Sell |
6,388
-8,699
| -58% | -$423K | ﹤0.01% | 1664 |
|
|
2022
Q4 | $639K | Sell |
15,087
-4,701
| -24% | -$199K | ﹤0.01% | 1357 |
|
|
2022
Q3 | $869K | Sell |
19,788
-6,640
| -25% | -$292K | ﹤0.01% | 1208 |
|
|
2022
Q2 | $1.44M | Sell |
26,428
-4,428
| -14% | -$241K | ﹤0.01% | 963 |
|
|
2022
Q1 | $2.02M | Sell |
30,856
-6,972
| -18% | -$456K | ﹤0.01% | 892 |
|
|
2021
Q4 | $5.11M | Sell |
37,828
-3,798
| -9% | -$513K | 0.01% | 602 |
|
|
2021
Q3 | $4.24M | Buy |
41,626
+5,249
| +14% | +$535K | 0.01% | 632 |
|
|
2021
Q2 | $3.72M | Buy |
36,377
+12,811
| +54% | +$1.31M | 0.01% | 665 |
|
|
2021
Q1 | $2.16M | Sell |
23,566
-2,784
| -11% | -$255K | 0.01% | 738 |
|
|
2020
Q4 | $2.21M | Buy |
26,350
+15,290
| +138% | +$1.28M | 0.01% | 692 |
|
|
2020
Q3 | $792K | Buy |
+11,060
| New | +$792K | ﹤0.01% | 977 |
|
|
2020
Q2 | – | Sell |
-9,408
| Closed | -$377K | – | 1597 |
|
|
2020
Q1 | $377K | Buy |
+9,408
| New | +$377K | ﹤0.01% | 1045 |
|
|
2018
Q3 | – | Sell |
-6,712
| Closed | -$210K | – | 1607 |
|
|
2018
Q2 | $210K | Buy |
+6,712
| New | +$210K | ﹤0.01% | 1358 |
|
|
2014
Q2 | – | Sell |
-50,520
| Closed | -$462K | – | 916 |
|
|
2014
Q1 | $462K | Buy |
+50,520
| New | +$462K | 0.01% | 592 |
|