Rise 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 | $13.4K | Hold |
246
| – | – | 0.01% | 815 |
|
|
2025
Q1 | $14.3K | Sell |
246
-59
| -19% | -$3.43K | 0.01% | 734 |
|
|
2024
Q4 | $21.1K | Sell |
305
-29
| -9% | -$2K | 0.01% | 625 |
|
|
2024
Q3 | $22.2K | Hold |
334
| – | – | 0.01% | 622 |
|
|
2024
Q2 | $24.8K | Sell |
334
-71
| -18% | -$5.26K | 0.01% | 483 |
|
|
2024
Q1 | $40.4K | Buy |
405
+305
| +305% | +$30.4K | 0.02% | 270 |
|
|
2023
Q4 | $8.28K | Hold |
100
| – | – | 0.01% | 341 |
|
|
2023
Q3 | $6.16K | Hold |
100
| – | – | ﹤0.01% | 355 |
|
|
2023
Q2 | $6.56K | Hold |
100
| – | – | 0.01% | 394 |
|
|
2023
Q1 | $4.87K | Hold |
100
| – | – | ﹤0.01% | 450 |
|
|
2022
Q4 | $4.23K | Buy |
100
+25
| +33% | +$1.06K | ﹤0.01% | 468 |
|
|
2022
Q3 | $3K | Buy |
75
+25
| +50% | +$1K | ﹤0.01% | 514 |
|
|
2022
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 518 |
|
|
2022
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 506 |
|