CWM
Cedar Wealth Management’s Trustmark TRMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-800
| Closed | -$27.9K | – | 314 |
|
|
2022
Q4 | $27.9K | Hold |
800
| – | – | 0.01% | 182 |
|
|
2022
Q3 | $25K | Hold |
800
| – | – | 0.01% | 209 |
|
|
2022
Q2 | $23K | Hold |
800
| – | – | 0.01% | 219 |
|
|
2022
Q1 | $24K | Hold |
800
| – | – | 0.01% | 235 |
|
|
2021
Q4 | $26K | Hold |
800
| – | – | 0.01% | 229 |
|
|
2021
Q3 | $26K | Hold |
800
| – | – | 0.01% | 193 |
|
|
2021
Q2 | $25K | Hold |
800
| – | – | 0.01% | 198 |
|
|
2021
Q1 | $27K | Hold |
800
| – | – | 0.01% | 179 |
|
|
2020
Q4 | $22K | Hold |
800
| – | – | 0.01% | 168 |
|
|
2020
Q3 | $17K | Hold |
800
| – | – | 0.01% | 171 |
|
|
2020
Q2 | $20K | Hold |
800
| – | – | 0.01% | 165 |
|
|
2020
Q1 | $19K | Hold |
800
| – | – | 0.01% | 165 |
|
|
2019
Q4 | $28K | Hold |
800
| – | – | 0.02% | 115 |
|
|
2019
Q3 | $27K | Hold |
800
| – | – | 0.02% | 112 |
|
|
2019
Q2 | $27K | Hold |
800
| – | – | 0.02% | 129 |
|
|
2019
Q1 | $27K | Hold |
800
| – | – | 0.02% | 126 |
|
|
2018
Q4 | $23K | Buy |
+800
| New | +$23K | 0.02% | 114 |
|