Wealthspire Advisors (Maryland)’s Trex TREX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,138
| Closed | -$35K | – | 1934 |
|
2019
Q1 | $35K | Buy |
1,138
+516
| +83% | +$15.9K | ﹤0.01% | 1052 |
|
2018
Q4 | $18K | Buy |
622
+304
| +96% | +$8.8K | ﹤0.01% | 1251 |
|
2018
Q3 | $12K | Buy |
318
+62
| +24% | +$2.34K | ﹤0.01% | 1462 |
|
2018
Q2 | $8K | Buy |
256
+56
| +28% | +$1.75K | ﹤0.01% | 1628 |
|
2018
Q1 | $5K | Buy |
200
+36
| +22% | +$900 | ﹤0.01% | 1835 |
|
2017
Q4 | $4K | Buy |
164
+64
| +64% | +$1.56K | ﹤0.01% | 1924 |
|
2017
Q3 | $2K | Sell |
100
-140
| -58% | -$2.8K | ﹤0.01% | 2016 |
|
2017
Q2 | $4K | Buy |
+240
| New | +$4K | ﹤0.01% | 1844 |
|