JWM
Jessup Wealth Management’s Trex TREX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,527
| Closed | -$484K | – | 66 |
|
|
2024
Q2 | $484K | Sell |
6,527
-513
| -7% | -$38K | 0.21% | 41 |
|
|
2024
Q1 | $702K | Sell |
7,040
-70
| -1% | -$6.98K | 0.3% | 40 |
|
|
2023
Q4 | $589K | Sell |
7,110
-509
| -7% | -$42.1K | 0.29% | 38 |
|
|
2023
Q3 | $470K | Sell |
7,619
-88,920
| -92% | -$5.48M | 0.27% | 40 |
|
|
2023
Q2 | $6.33M | Buy |
+96,539
| New | +$6.33M | 3.39% | 8 |
|