JFS Wealth 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 | $3.37K | Sell |
62
-11
| -15% | -$598 | ﹤0.01% | 1223 |
|
|
2025
Q1 | $4.24K | Sell |
73
-3
| -4% | -$174 | ﹤0.01% | 1178 |
|
|
2024
Q4 | $5.25K | Buy |
76
+1
| +1% | +$69 | ﹤0.01% | 1113 |
|
|
2024
Q3 | $4.99K | Buy |
75
+1
| +1% | +$67 | ﹤0.01% | 1119 |
|
|
2024
Q2 | $5.49K | Hold |
74
| – | – | ﹤0.01% | 1025 |
|
|
2024
Q1 | $7.38K | Hold |
74
| – | – | ﹤0.01% | 925 |
|
|
2023
Q4 | $6.13K | Sell |
74
-1
| -1% | -$83 | ﹤0.01% | 975 |
|
|
2023
Q3 | $4.62K | Buy |
75
+3
| +4% | +$185 | ﹤0.01% | 1015 |
|
|
2023
Q2 | $4.72K | Hold |
72
| – | – | ﹤0.01% | 1031 |
|
|
2023
Q1 | $3.51K | Buy |
72
+24
| +50% | +$1.17K | ﹤0.01% | 1137 |
|
|
2022
Q4 | $2.03K | Sell |
48
-165
| -77% | -$6.99K | ﹤0.01% | 1363 |
|
|
2022
Q3 | $9K | Sell |
213
-60
| -22% | -$2.54K | ﹤0.01% | 780 |
|
|
2022
Q2 | $15K | Buy |
273
+71
| +35% | +$3.9K | ﹤0.01% | 654 |
|
|
2022
Q1 | $13K | Sell |
202
-17
| -8% | -$1.09K | ﹤0.01% | 722 |
|
|
2021
Q4 | $30K | Buy |
219
+23
| +12% | +$3.15K | ﹤0.01% | 502 |
|
|
2021
Q3 | $20K | Buy |
+196
| New | +$20K | ﹤0.01% | 547 |
|