Schechter Investment Advisors’s Trex TREX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $611K | Sell |
10,522
-1,644
| -14% | -$95.5K | 0.05% | 326 |
|
|
2024
Q4 | $840K | Buy |
12,166
+92
| +0.8% | +$6.35K | 0.06% | 275 |
|
|
2024
Q3 | $804K | Sell |
12,074
-651
| -5% | -$43.3K | 0.06% | 293 |
|
|
2024
Q2 | $943K | Buy |
12,725
+1,853
| +17% | +$137K | 0.07% | 249 |
|
|
2024
Q1 | $1.08M | Sell |
10,872
-4,029
| -27% | -$402K | 0.08% | 227 |
|
|
2023
Q4 | $1.23M | Buy |
14,901
+267
| +2% | +$22.1K | 0.11% | 189 |
|
|
2023
Q3 | $902K | Sell |
14,634
-8,918
| -38% | -$550K | 0.09% | 236 |
|
|
2023
Q2 | $1.54M | Buy |
23,552
+1,108
| +5% | +$72.6K | 0.14% | 156 |
|
|
2023
Q1 | $1.09M | Sell |
22,444
-78
| -0.3% | -$3.8K | 0.1% | 234 |
|
|
2022
Q4 | $953K | Buy |
22,522
+8,221
| +57% | +$348K | 0.09% | 305 |
|
|
2022
Q3 | $628K | Buy |
+14,301
| New | +$628K | 0.06% | 439 |
|