Montag & Associates’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16K | Hold |
58
| – | – | ﹤0.01% | 821 |
|
|
2025
Q1 | $3.37K | Buy |
58
+50
| +625% | +$2.91K | ﹤0.01% | 869 |
|
|
2024
Q4 | $553 | Hold |
8
| – | – | ﹤0.01% | 980 |
|
|
2024
Q3 | $533 | Hold |
8
| – | – | ﹤0.01% | 1007 |
|
|
2024
Q2 | $593 | Hold |
8
| – | – | ﹤0.01% | 963 |
|
|
2024
Q1 | $798 | Hold |
8
| – | – | ﹤0.01% | 943 |
|
|
2023
Q4 | $663 | Hold |
8
| – | – | ﹤0.01% | 894 |
|
|
2023
Q3 | $494 | Hold |
8
| – | – | ﹤0.01% | 888 |
|
|
2023
Q2 | $525 | Hold |
8
| – | – | ﹤0.01% | 901 |
|
|
2023
Q1 | $390 | Hold |
8
| – | – | ﹤0.01% | 908 |
|
|
2022
Q4 | $339 | Hold |
8
| – | – | ﹤0.01% | 931 |
|
|
2022
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 904 |
|
|
2022
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 860 |
|
|
2022
Q1 | $1K | Sell |
8
-580
| -99% | -$72.5K | ﹤0.01% | 832 |
|
|
2021
Q4 | $79K | Buy |
+588
| New | +$79K | ﹤0.01% | 515 |
|
|
2021
Q2 | – | Sell |
-466
| Closed | -$43K | – | 891 |
|
|
2021
Q1 | $43K | Hold |
466
| – | – | ﹤0.01% | 577 |
|
|
2020
Q4 | $39K | Buy |
+466
| New | +$39K | ﹤0.01% | 570 |
|