Sageworth Trust Company of South Dakota’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-344
| Closed | -$16.7K | – | 190 |
|
|
2023
Q1 | $16.7K | Hold |
344
| – | – | 0.04% | 81 |
|
|
2022
Q4 | $15K | Hold |
344
| – | – | 0.03% | 85 |
|
|
2022
Q3 | $15K | Sell |
344
-94
| -21% | -$4.1K | 0.04% | 76 |
|
|
2022
Q2 | $24K | Sell |
438
-80
| -15% | -$4.38K | 0.05% | 78 |
|
|
2022
Q1 | $34K | Hold |
518
| – | – | 0.06% | 76 |
|
|
2021
Q4 | $70K | Buy |
+518
| New | +$70K | 0.11% | 75 |
|