Homrich & Berg’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $924K | Buy |
28,683
+10,775
| +60% | +$347K | 0.02% | 226 |
|
|
2021
Q2 | $552K | Buy |
17,908
+10,894
| +155% | +$336K | 0.01% | 288 |
|
|
2021
Q1 | $236K | Buy |
+7,014
| New | +$236K | 0.01% | 376 |
|
|
2018
Q3 | – | Sell |
-89,954
| Closed | -$2.94M | – | 335 |
|
|
2018
Q2 | $2.94M | Sell |
89,954
-28,370
| -24% | -$926K | 0.21% | 38 |
|
|
2018
Q1 | $3.69M | Sell |
118,324
-248
| -0.2% | -$7.73K | 0.26% | 40 |
|
|
2017
Q4 | $3.78M | Hold |
118,572
| – | – | 0.26% | 39 |
|
|
2017
Q3 | $3.93M | Hold |
118,572
| – | – | 0.31% | 32 |
|
|
2017
Q2 | $3.81M | Buy |
118,572
+27,094
| +30% | +$871K | 0.34% | 26 |
|
|
2017
Q1 | $2.91M | Buy |
+91,478
| New | +$2.91M | 0.25% | 32 |
|