RWB
RMR Wealth Builders’s Trex TREX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Hold |
5,266
| – | – | 0.03% | 235 |
|
|
2025
Q1 | $306K | Hold |
5,266
| – | – | 0.03% | 200 |
|
|
2024
Q4 | $364K | Hold |
5,266
| – | – | 0.04% | 187 |
|
|
2024
Q3 | $351K | Sell |
5,266
-498
| -9% | -$33.2K | 0.04% | 194 |
|
|
2024
Q2 | $427K | Hold |
5,764
| – | – | 0.05% | 162 |
|
|
2024
Q1 | $575K | Buy |
5,764
+498
| +9% | +$49.7K | 0.07% | 141 |
|
|
2023
Q4 | $436K | Hold |
5,266
| – | – | 0.06% | 157 |
|
|
2023
Q3 | $325K | Hold |
5,266
| – | – | 0.05% | 175 |
|
|
2023
Q2 | $345K | Hold |
5,266
| – | – | 0.06% | 153 |
|
|
2023
Q1 | $256K | Hold |
5,266
| – | – | 0.05% | 174 |
|
|
2022
Q4 | $223K | Hold |
5,266
| – | – | 0.05% | 175 |
|
|
2022
Q3 | $231K | Buy |
+5,266
| New | +$231K | 0.06% | 164 |
|
|
2022
Q2 | – | Sell |
-3,226
| Closed | -$211K | – | 218 |
|
|
2022
Q1 | $211K | Buy |
+3,226
| New | +$211K | 0.05% | 194 |
|
|
2021
Q4 | – | Sell |
-3,226
| Closed | -$329K | – | 195 |
|
|
2021
Q3 | $329K | Hold |
3,226
| – | – | 0.1% | 132 |
|
|
2021
Q2 | $330K | Hold |
3,226
| – | – | 0.11% | 128 |
|
|
2021
Q1 | $295K | Hold |
3,226
| – | – | 0.08% | 134 |
|
|
2020
Q4 | $270K | Hold |
3,226
| – | – | 0.13% | 119 |
|
|
2020
Q3 | $231K | Buy |
3,226
+1,613
| +100% | – | 0.06% | 183 |
|
|
2020
Q2 | $210K | Buy |
+1,613
| New | +$210K | 0.19% | 108 |
|
|
2019
Q4 | $145K | Buy |
+1,613
| New | +$145K | 0.14% | 140 |
|