Summit Trail Advisors’s Trex TREX Stock Holding History

Summit Trail Advisors’s Portfolio TREX Stock Details TREX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.88M	Buy
2025 Q4	$1.35M	Buy
2025 Q3	$1.49M	Buy
2025 Q2	$1.19M	Buy
2018 Q3	–	Sell
2018 Q2	$121K	Sell
2018 Q1	$354K	Buy
2017 Q4	$427K	Buy