Sowell Financial Services’s Trex TREX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-1,476
| Closed | -$157K | – | 2532 |
|
2021
Q1 | $157K | Buy |
1,476
+277
| +23% | +$29.5K | 0.01% | 1173 |
|
2020
Q4 | $100K | Buy |
1,199
+943
| +368% | +$78.6K | ﹤0.01% | 1157 |
|
2020
Q3 | $18K | Buy |
256
+144
| +129% | +$10.1K | ﹤0.01% | 1615 |
|
2020
Q2 | $7K | Hold |
112
| – | – | ﹤0.01% | 1813 |
|
2020
Q1 | $4K | Sell |
112
-22
| -16% | -$786 | ﹤0.01% | 1927 |
|
2019
Q4 | $6K | Buy |
134
+70
| +109% | +$3.13K | ﹤0.01% | 1864 |
|
2019
Q3 | $3K | Buy |
+64
| New | +$3K | ﹤0.01% | 1985 |
|