Northwestern Mutual Wealth Management’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Sell |
2,573
-107
| -4% | -$5.82K | ﹤0.01% | 1889 |
|
|
2025
Q1 | $156K | Sell |
2,680
-31
| -1% | -$1.8K | ﹤0.01% | 1767 |
|
|
2024
Q4 | $187K | Buy |
2,711
+606
| +29% | +$41.8K | ﹤0.01% | 1689 |
|
|
2024
Q3 | $140K | Buy |
2,105
+702
| +50% | +$46.7K | ﹤0.01% | 1762 |
|
|
2024
Q2 | $104K | Sell |
1,403
-1,361
| -49% | -$101K | ﹤0.01% | 1817 |
|
|
2024
Q1 | $276K | Sell |
2,764
-934
| -25% | -$93.2K | ﹤0.01% | 1445 |
|
|
2023
Q4 | $306K | Buy |
3,698
+2,308
| +166% | +$191K | ﹤0.01% | 1360 |
|
|
2023
Q3 | $85.7K | Sell |
1,390
-113
| -8% | -$6.96K | ﹤0.01% | 1769 |
|
|
2023
Q2 | $98.5K | Sell |
1,503
-1,051
| -41% | -$68.9K | ﹤0.01% | 1723 |
|
|
2023
Q1 | $124K | Buy |
2,554
+732
| +40% | +$35.6K | ﹤0.01% | 1608 |
|
|
2022
Q4 | $77.1K | Sell |
1,822
-1,051
| -37% | -$44.5K | ﹤0.01% | 1767 |
|
|
2022
Q3 | $126K | Sell |
2,873
-625
| -18% | -$27.4K | ﹤0.01% | 1565 |
|
|
2022
Q2 | $191K | Buy |
3,498
+218
| +7% | +$11.9K | ﹤0.01% | 1402 |
|
|
2022
Q1 | $214K | Buy |
3,280
+275
| +9% | +$17.9K | ﹤0.01% | 1397 |
|
|
2021
Q4 | $406K | Buy |
3,005
+2,910
| +3,063% | +$393K | ﹤0.01% | 1157 |
|
|
2021
Q3 | $10K | Sell |
95
-109
| -53% | -$11.5K | ﹤0.01% | 2473 |
|
|
2021
Q2 | $21K | Buy |
204
+109
| +115% | +$11.2K | ﹤0.01% | 2186 |
|
|
2021
Q1 | $9K | Hold |
95
| – | – | ﹤0.01% | 2318 |
|
|
2020
Q4 | $8K | Buy |
95
+3
| +3% | +$253 | ﹤0.01% | 2272 |
|
|
2020
Q3 | $7K | Buy |
+92
| New | +$7K | ﹤0.01% | 2091 |
|
|
2020
Q1 | – | Sell |
-400
| Closed | -$18K | – | 2755 |
|
|
2019
Q4 | $18K | Buy |
+400
| New | +$18K | ﹤0.01% | 1772 |
|
|
2019
Q3 | – | Sell |
-20,026
| Closed | -$718K | – | 2684 |
|
|
2019
Q2 | $718K | Sell |
20,026
-80
| -0.4% | -$2.87K | ﹤0.01% | 540 |
|
|
2019
Q1 | $618K | Buy |
20,106
+80
| +0.4% | +$2.46K | ﹤0.01% | 568 |
|
|
2018
Q4 | $594K | Hold |
20,026
| – | – | ﹤0.01% | 522 |
|
|
2018
Q3 | $771K | Sell |
20,026
-4,374
| -18% | -$168K | ﹤0.01% | 475 |
|
|
2018
Q2 | $764K | Sell |
24,400
-4,116
| -14% | -$129K | ﹤0.01% | 457 |
|
|
2018
Q1 | $775K | Buy |
+28,516
| New | +$775K | ﹤0.01% | 443 |
|
|
2014
Q1 | – | Sell |
-448
| Closed | -$4K | – | 1457 |
|
|
2013
Q4 | $4K | Buy |
+448
| New | +$4K | ﹤0.01% | 1120 |
|