Forvis Mazars Wealth Advisors’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-10,532
| Closed | -$290K | – | 210 |
|
|
2016
Q3 | $290K | Buy |
10,532
+44
| +0.4% | +$1.21K | 0.04% | 149 |
|
|
2016
Q2 | $261K | Hold |
10,488
| – | – | 0.04% | 154 |
|
|
2016
Q1 | $242K | Hold |
10,488
| – | – | 0.04% | 159 |
|
|
2015
Q4 | $242K | Hold |
10,488
| – | – | 0.04% | 164 |
|
|
2015
Q3 | $243K | Hold |
10,488
| – | – | 0.04% | 157 |
|
|
2015
Q2 | $262K | Hold |
10,488
| – | – | 0.04% | 150 |
|
|
2015
Q1 | $255K | Hold |
10,488
| – | – | 0.04% | 157 |
|
|
2014
Q4 | $257K | Hold |
10,488
| – | – | 0.04% | 137 |
|
|
2014
Q3 | $242K | Hold |
10,488
| – | – | 0.04% | 123 |
|
|
2014
Q2 | $259K | Hold |
10,488
| – | – | 0.04% | 123 |
|
|
2014
Q1 | $266K | Buy |
+10,488
| New | +$266K | 0.05% | 132 |
|