United Capital Financial Advisors’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,137
| Closed | -$213K | – | 1106 |
|
|
2024
Q1 | $213K | Buy |
+2,137
| New | +$213K | ﹤0.01% | 997 |
|
|
2022
Q1 | – | Sell |
-3,064
| Closed | -$414K | – | 1222 |
|
|
2021
Q4 | $414K | Hold |
3,064
| – | – | ﹤0.01% | 913 |
|
|
2021
Q3 | $312K | Sell |
3,064
-1
| -0% | -$102 | ﹤0.01% | 990 |
|
|
2021
Q2 | $313K | Buy |
+3,065
| New | +$313K | ﹤0.01% | 1009 |
|
|
2020
Q1 | – | Sell |
-8,100
| Closed | -$364K | – | 1346 |
|
|
2019
Q4 | $364K | Buy |
8,100
+40
| +0.5% | +$1.8K | ﹤0.01% | 1064 |
|
|
2019
Q3 | $366K | Buy |
+8,060
| New | +$366K | ﹤0.01% | 1026 |
|
|
2019
Q1 | – | Sell |
-8,330
| Closed | -$247K | – | 1380 |
|
|
2018
Q4 | $247K | Buy |
8,330
+450
| +6% | +$13.3K | ﹤0.01% | 1132 |
|
|
2018
Q3 | $303K | Buy |
+7,880
| New | +$303K | ﹤0.01% | 1107 |
|