JWM
Janiczek Wealth Management’s Trustmark TRMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.5K | Hold |
50
| – | – | ﹤0.01% | 878 |
|
|
2024
Q1 | $1.41K | Hold |
50
| – | – | ﹤0.01% | 901 |
|
|
2023
Q4 | $1.39K | Hold |
50
| – | – | ﹤0.01% | 892 |
|
|
2023
Q3 | $1.09K | Sell |
50
-11
| -18% | -$239 | ﹤0.01% | 906 |
|
|
2023
Q2 | $1.29K | Sell |
61
-611
| -91% | -$12.9K | ﹤0.01% | 818 |
|
|
2023
Q1 | $15.7K | Sell |
672
-191
| -22% | -$4.47K | ﹤0.01% | 490 |
|
|
2022
Q4 | $30.3K | Hold |
863
| – | – | 0.01% | 388 |
|
|
2022
Q3 | $27K | Hold |
863
| – | – | 0.01% | 404 |
|
|
2022
Q2 | $28K | Sell |
863
-623
| -42% | -$20.2K | 0.01% | 416 |
|
|
2022
Q1 | $45K | Hold |
1,486
| – | – | 0.01% | 318 |
|
|
2021
Q4 | $48K | Hold |
1,486
| – | – | 0.01% | 314 |
|
|
2021
Q3 | $48K | Buy |
1,486
+261
| +21% | +$8.43K | 0.02% | 292 |
|
|
2021
Q2 | $38K | Buy |
1,225
+32
| +3% | +$993 | 0.01% | 309 |
|
|
2021
Q1 | $40K | Buy |
1,193
+225
| +23% | +$7.54K | 0.02% | 266 |
|
|
2020
Q4 | $26K | Buy |
968
+631
| +187% | +$16.9K | 0.01% | 307 |
|
|
2020
Q3 | $7K | Buy |
+337
| New | +$7K | ﹤0.01% | 298 |
|