WR Wealth Planners’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.24K | Sell |
18
-28
| -61% | -$1.93K | ﹤0.01% | 908 |
|
|
2024
Q3 | $3.06K | Sell |
46
-9
| -16% | -$599 | ﹤0.01% | 822 |
|
|
2024
Q2 | $4.08K | Sell |
55
-75
| -58% | -$5.56K | ﹤0.01% | 752 |
|
|
2024
Q1 | $13K | Buy |
+130
| New | +$13K | ﹤0.01% | 543 |
|
|
2023
Q4 | – | Sell |
-502
| Closed | -$30.9K | – | 801 |
|
|
2023
Q3 | $30.9K | Sell |
502
-80
| -14% | -$4.93K | 0.01% | 374 |
|
|
2023
Q2 | $38.2K | Sell |
582
-155
| -21% | -$10.2K | 0.01% | 351 |
|
|
2023
Q1 | $35.9K | Sell |
737
-1,961
| -73% | -$95.5K | 0.02% | 363 |
|
|
2022
Q4 | $114K | Sell |
2,698
-3,804
| -59% | -$161K | 0.07% | 131 |
|
|
2022
Q3 | $286K | Buy |
6,502
+499
| +8% | +$21.9K | 0.2% | 80 |
|
|
2022
Q2 | $327K | Buy |
6,003
+281
| +5% | +$15.3K | 0.22% | 77 |
|
|
2022
Q1 | $374K | Buy |
+5,722
| New | +$374K | 0.22% | 75 |
|