TRUE Private Wealth Advisors’s Trex TREX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,506
| Closed | -$203K | – | 273 |
|
2021
Q4 | $203K | Buy |
+1,506
| New | +$203K | 0.03% | 254 |
|
2021
Q1 | – | Sell |
-1,200
| Closed | -$100K | – | 658 |
|
2020
Q4 | $100K | Hold |
1,200
| – | – | 0.02% | 276 |
|
2020
Q3 | $85K | Hold |
1,200
| – | – | 0.01% | 272 |
|
2020
Q2 | $78K | Hold |
1,200
| – | – | 0.01% | 275 |
|
2020
Q1 | $48K | Hold |
1,200
| – | – | 0.01% | 291 |
|
2019
Q4 | $53K | Buy |
+1,200
| New | +$53K | 0.01% | 363 |
|
2019
Q3 | – | Sell |
-1,200
| Closed | -$43K | – | 669 |
|
2019
Q2 | $43K | Buy |
+1,200
| New | +$43K | 0.01% | 365 |
|
2018
Q4 | – | Sell |
-1,200
| Closed | -$46.2K | – | 850 |
|
2018
Q3 | $46.2K | Buy |
+1,200
| New | +$46.2K | 0.01% | 472 |
|