Spire Wealth Management’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 |
-480
| Closed | -$23.4K | – | 2539 |
|
2023
Q1 | $23.4K | Sell |
480
-166
| -26% | -$8.08K | ﹤0.01% | 1558 |
|
2022
Q4 | $27K | Buy |
646
+160
| +33% | +$6.69K | ﹤0.01% | 1250 |
|
2022
Q3 | $21K | Hold |
486
| – | – | ﹤0.01% | 1321 |
|
2022
Q2 | $26K | Buy |
+486
| New | +$26K | ﹤0.01% | 1565 |
|
2022
Q1 | – | Sell |
-1,500
| Closed | -$203K | – | 2861 |
|
2021
Q4 | $203K | Hold |
1,500
| – | – | ﹤0.01% | 1083 |
|
2021
Q3 | $153K | Hold |
1,500
| – | – | ﹤0.01% | 1023 |
|
2021
Q2 | $153K | Hold |
1,500
| – | – | ﹤0.01% | 1038 |
|
2021
Q1 | $137K | Buy |
+1,500
| New | +$137K | ﹤0.01% | 1242 |
|