Integrated Wealth Management’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 |
-27
| Closed | -$1K | – | 937 |
|
|
2016
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 1190 |
|
|
2016
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 1214 |
|
|
2016
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 1128 |
|
|
2015
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 1233 |
|
|
2015
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 1244 |
|
|
2015
Q2 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1278 |
|