Plante Moran Financial Advisors’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10
| Closed | -$1K | – | 1023 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 983 |
|
|
2021
Q3 | – | Sell |
-35
| Closed | -$4K | – | 1021 |
|
|
2021
Q2 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 829 |
|
|
2020
Q4 | – | Sell |
-80
| Closed | -$6K | – | 1021 |
|
|
2020
Q3 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 672 |
|