RWA
Ropes Wealth Advisors’s Trex TREX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-298
| Closed | -$25K | – | 738 |
|
|
2020
Q4 | $25K | Buy |
298
+40
| +16% | +$3.36K | ﹤0.01% | 463 |
|
|
2020
Q3 | $18K | Buy |
258
+129
| +100% | +$9K | ﹤0.01% | 452 |
|
|
2020
Q2 | $17K | Hold |
129
| – | – | ﹤0.01% | 408 |
|
|
2020
Q1 | $10K | Hold |
129
| – | – | ﹤0.01% | 424 |
|
|
2019
Q4 | $12K | Hold |
129
| – | – | ﹤0.01% | 458 |
|
|
2019
Q3 | $12K | Buy |
+129
| New | +$12K | ﹤0.01% | 466 |
|
|
2018
Q1 | – | Sell |
-91
| Closed | -$10K | – | 737 |
|
|
2017
Q4 | $10K | Hold |
91
| – | – | ﹤0.01% | 535 |
|
|
2017
Q3 | $8K | Buy |
+91
| New | +$8K | ﹤0.01% | 540 |
|