Summit Trail Advisors’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
+21,902
| New | +$1.19M | 0.02% | 411 |
|
|
2018
Q3 | – | Sell |
-3,876
| Closed | -$121K | – | 439 |
|
|
2018
Q2 | $121K | Sell |
3,876
-12,324
| -76% | -$385K | 0.04% | 190 |
|
|
2018
Q1 | $354K | Buy |
16,200
+1,200
| +8% | +$26.2K | 0.06% | 245 |
|
|
2017
Q4 | $427K | Buy |
+15,000
| New | +$427K | 0.05% | 252 |
|