Veritable’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,349
| Closed | -$237K | – | 893 |
|
|
2022
Q2 | $237K | Buy |
4,349
+911
| +26% | +$49.6K | ﹤0.01% | 759 |
|
|
2022
Q1 | $225K | Buy |
3,438
+1,327
| +63% | +$86.8K | ﹤0.01% | 817 |
|
|
2021
Q4 | $285K | Sell |
2,111
-386
| -15% | -$52.1K | ﹤0.01% | 729 |
|
|
2021
Q3 | $255K | Buy |
2,497
+10
| +0.4% | +$1.02K | ﹤0.01% | 750 |
|
|
2021
Q2 | $254K | Buy |
2,487
+24
| +1% | +$2.45K | ﹤0.01% | 740 |
|
|
2021
Q1 | $225K | Buy |
2,463
+10
| +0.4% | +$914 | ﹤0.01% | 750 |
|
|
2020
Q4 | $205K | Buy |
+2,453
| New | +$205K | ﹤0.01% | 750 |
|
|
2020
Q3 | – | Sell |
-3,284
| Closed | -$214K | – | 779 |
|
|
2020
Q2 | $214K | Buy |
+3,284
| New | +$214K | ﹤0.01% | 694 |
|