WBI Investments’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 |
-19,826
| Closed | -$685K | – | 197 |
|
|
2019
Q4 | $685K | Buy |
+19,826
| New | +$685K | 0.07% | 143 |
|
|
2018
Q4 | – | Sell |
-49,583
| Closed | -$1.67M | – | 219 |
|
|
2018
Q3 | $1.67M | Buy |
+49,583
| New | +$1.67M | 0.09% | 161 |
|
|
2018
Q1 | – | Sell |
-108,269
| Closed | -$3.45M | – | 323 |
|
|
2017
Q4 | $3.45M | Buy |
+108,269
| New | +$3.45M | 0.16% | 104 |
|
|
2014
Q4 | – | Sell |
-64,867
| Closed | -$1.49M | – | 227 |
|
|
2014
Q3 | $1.49M | Buy |
+64,867
| New | +$1.49M | 0.04% | 128 |
|