TWA
TCI Wealth Advisors’s Trustmark TRMK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-3
| Closed | -$75 | – | 2075 |
|
2023
Q1 | $75 | Sell |
3
-1
| -25% | -$25 | ﹤0.01% | 2417 |
|
2022
Q4 | $140 | Hold |
4
| – | – | ﹤0.01% | 2377 |
|
2022
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2585 |
|
2022
Q2 | – | Sell |
-197
| Closed | -$6K | – | 2511 |
|
2022
Q1 | $6K | Hold |
197
| – | – | ﹤0.01% | 1469 |
|
2021
Q4 | $6K | Hold |
197
| – | – | ﹤0.01% | 1581 |
|
2021
Q3 | $6K | Buy |
+197
| New | +$6K | ﹤0.01% | 1503 |
|