Berman Capital Advisors’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $0 | Hold |
22
| – | – | ﹤0.01% | 2232 |
|
2021
Q2 | $0 | Buy |
+22
| New | – | ﹤0.01% | 2051 |
|
2020
Q2 | – | Sell |
-161
| Closed | -$3K | – | 1838 |
|
2020
Q1 | $3K | Hold |
161
| – | – | ﹤0.01% | 1072 |
|
2019
Q4 | $5K | Hold |
161
| – | – | ﹤0.01% | 996 |
|
2019
Q3 | $5K | Hold |
161
| – | – | ﹤0.01% | 961 |
|
2019
Q2 | $5K | Sell |
161
-192
| -54% | -$5.96K | ﹤0.01% | 977 |
|
2019
Q1 | $11K | Buy |
353
+281
| +390% | +$8.76K | ﹤0.01% | 636 |
|
2018
Q4 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 906 |
|