RFA
RTD Financial Advisors’s Trex TREX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Hold |
20,568
| – | – | 0.14% | 61 |
|
|
2025
Q1 | $1.2M | Hold |
20,568
| – | – | 0.16% | 60 |
|
|
2024
Q4 | $1.42M | Hold |
20,568
| – | – | 0.18% | 56 |
|
|
2024
Q3 | $1.37M | Hold |
20,568
| – | – | 0.17% | 57 |
|
|
2024
Q2 | $1.52M | Hold |
20,568
| – | – | 0.21% | 56 |
|
|
2024
Q1 | $2.05M | Hold |
20,568
| – | – | 0.28% | 50 |
|
|
2023
Q4 | $1.7M | Sell |
20,568
-9,212
| -31% | -$763K | 0.24% | 52 |
|
|
2023
Q3 | $1.84M | Buy |
29,780
+9,212
| +45% | +$568K | 0.28% | 50 |
|
|
2023
Q2 | $1.35M | Hold |
20,568
| – | – | 0.2% | 54 |
|
|
2023
Q1 | $1M | Hold |
20,568
| – | – | 0.15% | 59 |
|
|
2022
Q4 | $871K | Hold |
20,568
| – | – | 0.14% | 58 |
|
|
2022
Q3 | $904K | Sell |
20,568
-16,000
| -44% | -$703K | 0.17% | 56 |
|
|
2022
Q2 | $1.99M | Hold |
36,568
| – | – | 0.31% | 50 |
|
|
2022
Q1 | $2.39M | Buy |
36,568
+8,000
| +28% | +$523K | 0.32% | 47 |
|
|
2021
Q4 | $3.86M | Buy |
+28,568
| New | +$3.86M | 0.51% | 41 |
|