D.A. Davidson & Co’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,303
| Closed | -$74K | – | 1921 |
|
|
2017
Q2 | $74K | Sell |
2,303
-454
| -16% | -$14.6K | ﹤0.01% | 1381 |
|
|
2017
Q1 | $87K | Hold |
2,757
| – | – | ﹤0.01% | 1312 |
|
|
2016
Q4 | $98K | Hold |
2,757
| – | – | ﹤0.01% | 1314 |
|
|
2016
Q3 | $75K | Hold |
2,757
| – | – | ﹤0.01% | 1348 |
|
|
2016
Q2 | $68K | Buy |
2,757
+757
| +38% | +$18.7K | ﹤0.01% | 1283 |
|
|
2016
Q1 | $46K | Sell |
2,000
-750
| -27% | -$17.3K | ﹤0.01% | 1420 |
|
|
2015
Q4 | $63K | Hold |
2,750
| – | – | ﹤0.01% | 1312 |
|
|
2015
Q3 | $63K | Hold |
2,750
| – | – | ﹤0.01% | 1270 |
|
|
2015
Q2 | $68K | Hold |
2,750
| – | – | ﹤0.01% | 1302 |
|
|
2015
Q1 | $66K | Hold |
2,750
| – | – | ﹤0.01% | 1317 |
|
|
2014
Q4 | $67K | Buy |
+2,750
| New | +$67K | ﹤0.01% | 1316 |
|