TA
Tiedemann Advisors’s Trex TREX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,288
| Closed | -$307K | – | 351 |
|
|
2020
Q3 | $307K | Buy |
+4,288
| New | +$307K | 0.01% | 261 |
|
|
2017
Q4 | – | Sell |
-9,800
| Closed | -$575K | – | 330 |
|
|
2017
Q3 | $575K | Sell |
9,800
-367
| -4% | -$21.5K | 0.05% | 198 |
|
|
2017
Q2 | $688K | Buy |
10,167
+210
| +2% | +$14.2K | 0.05% | 274 |
|
|
2017
Q1 | $691K | Buy |
9,957
+740
| +8% | +$51.4K | 0.06% | 224 |
|
|
2016
Q4 | $594K | Buy |
+9,217
| New | +$594K | 0.06% | 189 |
|