Summit Financial’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,918
| Closed | -$1.69M | – | 499 |
|
|
2024
Q1 | $1.69M | Sell |
16,918
-75
| -0.4% | -$7.48K | 0.1% | 116 |
|
|
2023
Q4 | $1.41M | Sell |
16,993
-1,957
| -10% | -$162K | 0.09% | 137 |
|
|
2023
Q3 | $1.17M | Buy |
18,950
+1,102
| +6% | +$67.9K | 0.09% | 144 |
|
|
2023
Q2 | $1.17M | Buy |
+17,848
| New | +$1.17M | 0.09% | 138 |
|