United Capital Financial Advisors’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,407
| Closed | -$290K | – | 1347 |
|
|
2019
Q4 | $290K | Buy |
8,407
+334
| +4% | +$11.5K | ﹤0.01% | 1135 |
|
|
2019
Q3 | $275K | Sell |
8,073
-593
| -7% | -$20.2K | ﹤0.01% | 1091 |
|
|
2019
Q2 | $288K | Hold |
8,666
| – | – | ﹤0.01% | 1218 |
|
|
2019
Q1 | $291K | Sell |
8,666
-26
| -0.3% | -$873 | ﹤0.01% | 1117 |
|
|
2018
Q4 | $247K | Buy |
8,692
+285
| +3% | +$8.1K | ﹤0.01% | 1133 |
|
|
2018
Q3 | $283K | Hold |
8,407
| – | – | ﹤0.01% | 1130 |
|
|
2018
Q2 | $274K | Hold |
8,407
| – | – | ﹤0.01% | 1118 |
|
|
2018
Q1 | $262K | Hold |
8,407
| – | – | ﹤0.01% | 1140 |
|
|
2017
Q4 | $268K | Buy |
8,407
+334
| +4% | +$10.6K | ﹤0.01% | 1151 |
|
|
2017
Q3 | $267K | Hold |
8,073
| – | – | ﹤0.01% | 1149 |
|
|
2017
Q2 | $260K | Hold |
8,073
| – | – | ﹤0.01% | 1118 |
|
|
2017
Q1 | $257K | Hold |
8,073
| – | – | ﹤0.01% | 1098 |
|
|
2016
Q4 | $288K | Hold |
8,073
| – | – | ﹤0.01% | 1069 |
|
|
2016
Q3 | $222K | Hold |
8,073
| – | – | ﹤0.01% | 1163 |
|
|
2016
Q2 | $202K | Buy |
+8,073
| New | +$202K | ﹤0.01% | 1172 |
|