Orin Green Financial’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | -$281K | – | 81 |
|
|
2024
Q4 | – | Sell |
-4,075
| Closed | -$271K | – | 62 |
|
|
2024
Q3 | $271K | Hold |
4,075
| – | – | 0.12% | 63 |
|
|
2024
Q2 | $302K | Buy |
+4,075
| New | +$302K | 0.14% | 60 |
|
|
2024
Q1 | – | Sell |
-6,165
| Closed | -$510K | – | 55 |
|
|
2023
Q4 | $510K | Hold |
6,165
| – | – | 0.25% | 46 |
|
|
2023
Q3 | $380K | Hold |
6,165
| – | – | 0.21% | 52 |
|
|
2023
Q2 | $404K | Hold |
6,165
| – | – | 0.21% | 48 |
|
|
2023
Q1 | $300K | Hold |
6,165
| – | – | 0.16% | 55 |
|
|
2022
Q4 | $261K | Hold |
6,165
| – | – | 0.15% | 55 |
|
|
2022
Q3 | $270K | Hold |
6,165
| – | – | 0.18% | 53 |
|
|
2022
Q2 | $348K | Sell |
6,165
-5
| -0.1% | -$282 | 0.22% | 50 |
|
|
2022
Q1 | $403K | Buy |
+6,170
| New | +$403K | 0.26% | 47 |
|
|
2021
Q4 | – | Sell |
-6,170
| Closed | -$629K | – | 68 |
|
|
2021
Q3 | $629K | Hold |
6,170
| – | – | 0.44% | 41 |
|
|
2021
Q2 | $631K | Hold |
6,170
| – | – | 0.45% | 39 |
|
|
2021
Q1 | $565K | Sell |
6,170
-1,000
| -14% | -$91.6K | 0.46% | 37 |
|
|
2020
Q4 | $600K | Buy |
+7,170
| New | +$600K | 0.48% | 37 |
|