Trustmark National Bank Trust Department’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,200
| Closed | -$243K | – | 255 |
|
|
2023
Q3 | $243K | Sell |
1,200
-230
| -16% | -$46.6K | 0.02% | 225 |
|
|
2023
Q2 | $302K | Buy |
1,430
+15
| +1% | +$3.17K | 0.03% | 215 |
|
|
2023
Q1 | $283K | Sell |
1,415
-515
| -27% | -$103K | 0.03% | 231 |
|
|
2022
Q4 | $256K | Sell |
1,930
-1,270
| -40% | -$168K | 0.02% | 243 |
|
|
2022
Q3 | $460K | Sell |
3,200
-745
| -19% | -$107K | 0.04% | 186 |
|
|
2022
Q2 | $651K | Sell |
3,945
-2,310
| -37% | -$381K | 0.06% | 163 |
|
|
2022
Q1 | $1.33M | Sell |
6,255
-5,551
| -47% | -$1.18M | 0.11% | 132 |
|
|
2021
Q4 | $3M | Buy |
11,806
+134
| +1% | +$34.1K | 0.23% | 95 |
|
|
2021
Q3 | $3.17M | Buy |
11,672
+250
| +2% | +$67.8K | 0.25% | 89 |
|
|
2021
Q2 | $2.79M | Buy |
11,422
+3,142
| +38% | +$768K | 0.22% | 93 |
|
|
2021
Q1 | $1.75M | Buy |
8,280
+3,658
| +79% | +$775K | 0.15% | 107 |
|
|
2020
Q4 | $1.03M | Buy |
+4,622
| New | +$1.03M | 0.09% | 128 |
|
|
2019
Q3 | – | Sell |
-215
| Closed | -$33K | – | 307 |
|
|
2019
Q2 | $33K | Hold |
215
| – | – | ﹤0.01% | 395 |
|
|
2019
Q1 | $34K | Buy |
215
+200
| +1,333% | +$31.6K | ﹤0.01% | 383 |
|
|
2018
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 512 |
|
|
2018
Q3 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 521 |
|