Wealthcare Advisory Partners’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,931
| Closed | -$299K | – | 614 |
|
|
2021
Q3 | $299K | Sell |
2,931
-257
| -8% | -$26.2K | 0.02% | 416 |
|
|
2021
Q2 | $326K | Buy |
3,188
+108
| +4% | +$11K | 0.02% | 405 |
|
|
2021
Q1 | $282K | Hold |
3,080
| – | – | 0.02% | 408 |
|
|
2020
Q4 | $258K | Buy |
3,080
+100
| +3% | +$8.38K | 0.02% | 351 |
|
|
2020
Q3 | $213K | Buy |
+2,980
| New | +$213K | 0.02% | 325 |
|
|
2020
Q2 | – | Sell |
-2,390
| Closed | -$96K | – | 1258 |
|
|
2020
Q1 | $96K | Buy |
2,390
+300
| +14% | +$12.1K | 0.01% | 376 |
|
|
2019
Q4 | $94K | Hold |
2,090
| – | – | 0.01% | 416 |
|
|
2019
Q3 | $95K | Buy |
2,090
+160
| +8% | +$7.27K | 0.01% | 405 |
|
|
2019
Q2 | $69K | Hold |
1,930
| – | – | 0.01% | 446 |
|
|
2019
Q1 | $59K | Buy |
1,930
+230
| +14% | +$7.03K | 0.01% | 429 |
|
|
2018
Q4 | $50K | Buy |
1,700
+400
| +31% | +$11.8K | 0.01% | 428 |
|
|
2018
Q3 | $50K | Buy |
+1,300
| New | +$50K | 0.01% | 471 |
|