TFO Wealth Partners’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$112 | – | 684 |
|
|
2024
Q1 | $112 | Hold |
4
| – | – | ﹤0.01% | 618 |
|
|
2023
Q4 | $112 | Hold |
4
| – | – | ﹤0.01% | 779 |
|
|
2023
Q3 | $84 | Hold |
4
| – | – | ﹤0.01% | 1000 |
|
|
2023
Q2 | $84 | Hold |
4
| – | – | ﹤0.01% | 699 |
|
|
2023
Q1 | $99 | Sell |
4
-12
| -75% | -$297 | ﹤0.01% | 648 |
|
|
2022
Q4 | $3.6K | Buy |
+16
| New | +$3.6K | ﹤0.01% | 196 |
|