Mount Yale Investment 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 | $223K | Buy |
+4,096
| New | +$223K | 0.02% | 529 |
|
|
2025
Q1 | – | Sell |
-3,394
| Closed | -$234K | – | 572 |
|
|
2024
Q4 | $234K | Buy |
+3,394
| New | +$234K | 0.02% | 502 |
|
|
2018
Q4 | – | Sell |
-1,390
| Closed | -$46K | – | 742 |
|
|
2018
Q3 | $46K | Sell |
1,390
-156
| -10% | -$5.16K | 0.01% | 616 |
|
|
2018
Q2 | $48K | Sell |
1,546
-42
| -3% | -$1.3K | 0.01% | 637 |
|
|
2018
Q1 | $43K | Buy |
+1,588
| New | +$43K | 0.01% | 637 |
|