Kestra Advisory Services’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-21,988
| Closed | -$661K | – | 2727 |
|
|
2024
Q2 | $661K | Sell |
21,988
-369
| -2% | -$11.1K | ﹤0.01% | 1594 |
|
|
2024
Q1 | $628K | Buy |
22,357
+1
| +0% | +$28 | ﹤0.01% | 1515 |
|
|
2023
Q4 | $623K | Buy |
22,356
+19
| +0.1% | +$530 | 0.01% | 1397 |
|
|
2023
Q3 | $485K | Buy |
22,337
+23
| +0.1% | +$500 | ﹤0.01% | 1387 |
|
|
2023
Q2 | $471K | Buy |
+22,314
| New | +$471K | ﹤0.01% | 1349 |
|