Jones Financial Companies’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $188K | Buy |
3,434
+2,131
| +164% | +$117K | ﹤0.01% | 1685 |
|
|
2025
Q1 | $74.7K | Buy |
1,303
+329
| +34% | +$18.9K | ﹤0.01% | 1899 |
|
|
2024
Q4 | $67.2K | Buy |
974
+270
| +38% | +$18.6K | ﹤0.01% | 1776 |
|
|
2024
Q3 | $47.8K | Buy |
704
+385
| +121% | +$26.1K | ﹤0.01% | 1652 |
|
|
2024
Q2 | $23.6K | Buy |
319
+214
| +204% | +$15.9K | ﹤0.01% | 1496 |
|
|
2024
Q1 | $10.5K | Buy |
+105
| New | +$10.5K | ﹤0.01% | 1057 |
|
|
2023
Q1 | – | Sell |
-18
| Closed | -$1K | – | 770 |
|
|
2022
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 710 |
|