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Legacy Advisors’s Trex TREX Stock Holding History

Legacy Advisors’s Portfolio TREX Stock Details TREX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,615
Closed -$384K – 368
2025
Q1 		$384K Buy
6,615
+1,201
+22% +$69.8K 0.04% 297
2024
Q4 		$374K Buy
+5,414
New +$374K 0.04% 285