Tradition Wealth Management’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-681
| Closed | -$56K | – | 1116 |
|
|
2023
Q4 | $56K | Hold |
681
| – | – | 0.01% | 599 |
|
|
2023
Q3 | $42K | Hold |
681
| – | – | 0.01% | 650 |
|
|
2023
Q2 | $45K | Buy |
681
+5
| +0.7% | +$330 | 0.01% | 656 |
|
|
2023
Q1 | $33K | Hold |
676
| – | – | ﹤0.01% | 729 |
|
|
2022
Q4 | $29K | Hold |
676
| – | – | ﹤0.01% | 672 |
|
|
2022
Q3 | $30K | Buy |
+676
| New | +$30K | ﹤0.01% | 658 |
|
|
2022
Q1 | – | Sell |
-868
| Closed | -$117K | – | 1201 |
|
|
2021
Q4 | $117K | Hold |
868
| – | – | 0.01% | 376 |
|
|
2021
Q3 | $88K | Hold |
868
| – | – | 0.01% | 393 |
|
|
2021
Q2 | $89K | Buy |
+868
| New | +$89K | 0.01% | 412 |
|