Morningstar Investment Services’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-44,622
| Closed | -$1.03M | – | 234 |
|
|
2015
Q4 | $1.03M | Sell |
44,622
-2,836
| -6% | -$65.3K | 0.04% | 155 |
|
|
2015
Q3 | $1.1M | Sell |
47,458
-1,561
| -3% | -$36.2K | 0.05% | 162 |
|
|
2015
Q2 | $1.23M | Sell |
49,019
-2,527
| -5% | -$63.2K | 0.05% | 158 |
|
|
2015
Q1 | $1.25M | Buy |
51,546
+11,123
| +28% | +$270K | 0.05% | 148 |
|
|
2014
Q4 | $992K | Buy |
40,423
+16,856
| +72% | +$414K | 0.05% | 153 |
|
|
2014
Q3 | $543K | Buy |
23,567
+8,970
| +61% | +$207K | 0.03% | 173 |
|
|
2014
Q2 | $360K | Buy |
+14,597
| New | +$360K | 0.02% | 177 |
|