Steward Partners Investment Advisory’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-600
| Closed | -$20.2K | – | 7396 |
|
|
2021
Q1 | $20.2K | Buy |
+600
| New | +$20.2K | ﹤0.01% | 2479 |
|
|
2020
Q4 | – | Sell |
-300
| Closed | -$6K | – | 2993 |
|
|
2020
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 2322 |
|
|
2020
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 2182 |
|
|
2020
Q1 | $6K | Sell |
300
-747
| -71% | -$14.9K | ﹤0.01% | 2042 |
|
|
2019
Q4 | $36K | Sell |
1,047
-269
| -20% | -$9.25K | ﹤0.01% | 1543 |
|
|
2019
Q3 | $44K | Sell |
1,316
-168
| -11% | -$5.62K | ﹤0.01% | 1413 |
|
|
2019
Q2 | $49K | Buy |
+1,484
| New | +$49K | ﹤0.01% | 1344 |
|
|
2018
Q4 | – | Sell |
-1,666
| Closed | -$56K | – | 2049 |
|
|
2018
Q3 | $56K | Buy |
1,666
+424
| +34% | +$14.3K | ﹤0.01% | 1165 |
|
|
2018
Q2 | $41K | Buy |
1,242
+242
| +24% | +$7.99K | ﹤0.01% | 1183 |
|
|
2018
Q1 | $31K | Hold |
1,000
| – | – | ﹤0.01% | 1183 |
|
|
2017
Q4 | $31K | Hold |
1,000
| – | – | ﹤0.01% | 990 |
|
|
2017
Q3 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 799 |
|
|
2017
Q2 | $32K | Buy |
1,000
+936
| +1,463% | +$30K | ﹤0.01% | 749 |
|
|
2017
Q1 | $2K | Buy |
+64
| New | +$2K | ﹤0.01% | 1333 |
|