Valeo Financial Advisors’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-198
| Closed | -$14K | – | 1804 |
|
|
2020
Q3 | $14K | Sell |
198
-1,736
| -90% | -$123K | ﹤0.01% | 972 |
|
|
2020
Q2 | $126K | Sell |
1,934
-8
| -0.4% | -$521 | 0.01% | 423 |
|
|
2020
Q1 | $82K | Sell |
1,942
-76
| -4% | -$3.21K | 0.01% | 461 |
|
|
2019
Q4 | $91K | Buy |
2,018
+24
| +1% | +$1.08K | 0.01% | 478 |
|
|
2019
Q3 | $91K | Sell |
1,994
-116
| -5% | -$5.29K | 0.01% | 455 |
|
|
2019
Q2 | $76K | Sell |
2,110
-296
| -12% | -$10.7K | 0.01% | 491 |
|
|
2019
Q1 | $74K | Buy |
2,406
+238
| +11% | +$7.32K | 0.01% | 470 |
|
|
2018
Q4 | $64K | Buy |
2,168
+2,064
| +1,985% | +$60.9K | 0.01% | 465 |
|
|
2018
Q3 | $3K | Hold |
104
| – | – | ﹤0.01% | 1374 |
|
|
2018
Q2 | $4K | Hold |
104
| – | – | ﹤0.01% | 1201 |
|
|
2018
Q1 | $3K | Hold |
104
| – | – | ﹤0.01% | 1274 |
|
|
2017
Q4 | $3K | Hold |
104
| – | – | ﹤0.01% | 1130 |
|
|
2017
Q3 | $2K | Buy |
+104
| New | +$2K | ﹤0.01% | 1039 |
|