J.W. Cole Advisors’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
6,501
-842
| -11% | -$45.8K | 0.01% | 1064 |
|
|
2025
Q1 | $427K | Buy |
7,343
+1,834
| +33% | +$107K | 0.01% | 813 |
|
|
2024
Q4 | $380K | Buy |
5,509
+235
| +4% | +$16.2K | 0.02% | 705 |
|
|
2024
Q3 | $351K | Buy |
5,274
+2,161
| +69% | +$144K | 0.01% | 719 |
|
|
2024
Q2 | $231K | Buy |
+3,113
| New | +$231K | 0.01% | 793 |
|