TLA
Tanglewood Legacy Advisors’s Trustmark TRMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,000
| Closed | -$106K | – | 311 |
|
|
2024
Q4 | $106K | Sell |
3,000
-3,000
| -50% | -$106K | 0.05% | 120 |
|
|
2024
Q3 | $191K | Hold |
6,000
| – | – | 0.08% | 91 |
|
|
2024
Q2 | $180K | Hold |
6,000
| – | – | 0.09% | 95 |
|
|
2024
Q1 | $169K | Hold |
6,000
| – | – | 0.08% | 95 |
|
|
2023
Q4 | $167K | Hold |
6,000
| – | – | 0.09% | 94 |
|
|
2023
Q3 | $130K | Hold |
6,000
| – | – | 0.08% | 99 |
|
|
2023
Q2 | $127K | Hold |
6,000
| – | – | 0.07% | 96 |
|
|
2023
Q1 | $148K | Hold |
6,000
| – | – | 0.09% | 85 |
|
|
2022
Q4 | $209K | Buy |
+6,000
| New | +$209K | 0.15% | 57 |
|