AE Wealth Management’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,496
| Closed | -$436K | – | 1913 |
|
|
2023
Q4 | $436K | Sell |
15,496
-17
| -0.1% | -$479 | ﹤0.01% | 1520 |
|
|
2023
Q3 | $337K | Buy |
+15,513
| New | +$337K | ﹤0.01% | 1560 |
|
|
2023
Q1 | – | Sell |
-15,722
| Closed | -$549K | – | 1999 |
|
|
2022
Q4 | $549K | Buy |
+15,722
| New | +$549K | ﹤0.01% | 1264 |
|