WMA
Wealth Management Associates’s Trex TREX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,956
| Closed | -$230K | – | 227 |
|
|
2025
Q1 | $230K | Sell |
3,956
-2,000
| -34% | -$116K | 0.1% | 188 |
|
|
2024
Q4 | $411K | Hold |
5,956
| – | – | 0.18% | 111 |
|
|
2024
Q3 | $397K | Hold |
5,956
| – | – | 0.17% | 126 |
|
|
2024
Q2 | $441K | Hold |
5,956
| – | – | 0.21% | 96 |
|
|
2024
Q1 | $441K | Hold |
5,956
| – | – | 0.21% | 96 |
|
|
2023
Q4 | $493K | Hold |
5,956
| – | – | 0.26% | 83 |
|
|
2023
Q3 | $367K | Hold |
5,956
| – | – | 0.21% | 101 |
|
|
2023
Q2 | $390K | Sell |
5,956
-50
| -0.8% | -$3.28K | 0.22% | 96 |
|
|
2023
Q1 | $292K | Buy |
6,006
+200
| +3% | +$9.73K | 0.18% | 129 |
|
|
2022
Q4 | $246K | Hold |
5,806
| – | – | 0.16% | 149 |
|
|
2022
Q3 | $255K | Buy |
5,806
+2,000
| +53% | +$87.9K | 0.18% | 141 |
|
|
2022
Q2 | $207K | Sell |
3,806
-60
| -2% | -$3.27K | 0.14% | 164 |
|
|
2022
Q1 | $253K | Buy |
3,866
+60
| +2% | +$3.92K | 0.14% | 161 |
|
|
2021
Q4 | $514K | Sell |
3,806
-90
| -2% | -$12.2K | 0.28% | 93 |
|
|
2021
Q3 | $397K | Hold |
3,896
| – | – | 0.23% | 113 |
|
|
2021
Q2 | $398K | Sell |
3,896
-30
| -0.8% | -$3.07K | 0.23% | 123 |
|
|
2021
Q1 | $359K | Sell |
3,926
-30
| -0.8% | -$2.75K | 0.23% | 111 |
|
|
2020
Q4 | $331K | Hold |
3,956
| – | – | 0.22% | 116 |
|
|
2020
Q3 | $283K | Buy |
3,956
+1,978
| +100% | +$142K | 0.22% | 114 |
|
|
2020
Q2 | $257K | Buy |
+1,978
| New | +$257K | 0.22% | 111 |
|