Steward Partners Investment Advisory’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $61.4K | Hold |
|
|||||
|
2025
Q2 | $64.6K | Sell |
|
|||||
|
2025
Q1 | $86.2K | Buy |
|
|||||
|
2024
Q4 | $80.9K | Hold |
|
|||||
|
2024
Q3 | $78K | Sell |
|
|||||
|
2024
Q2 | $109K | Buy |
|
|||||
|
2024
Q1 | $117K | Sell |
|
|||||
|
2023
Q4 | $171K | Buy |
|
|||||
|
2023
Q3 | $102K | Sell |
|
|||||
|
2023
Q2 | $137K | Sell |
|
|||||
|
2023
Q1 | $282K | Buy |
|
|||||
|
2022
Q4 | $237K | Sell |
|
|||||
|
2022
Q3 | $270K | Sell |
|
|||||
|
2022
Q2 | $340K | Hold |
|
|||||
|
2022
Q1 | $408K | Sell |
|
|||||
|
2021
Q4 | $922K | Buy |
|
|||||
|
2021
Q3 | $674K | Buy |
|
|||||
|
2021
Q2 | $651K | Buy |
|
|||||
|
2021
Q1 | $342K | Buy |
|
|||||
|
2020
Q4 | $277K | Buy |
|
|||||
|
2020
Q3 | $212K | Sell |
|
|||||
|
2020
Q2 | $1.61M | Sell |
|
|||||
|
2020
Q1 | $1.01M | Buy |
|
|||||
|
2019
Q4 | $76K | Buy |
|
|||||
|
2019
Q3 | $50K | Sell |
|
|||||
|
2019
Q2 | $397K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $12K | Buy |
|
|||||
|
2018
Q2 | $7K | Hold |
|
|||||
|
2018
Q1 | $5K | Hold |
|
|||||
|
2017
Q4 | $5K | Buy |
|