Wealthspire Advisors (Maryland)’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-58
| Closed | -$2K | – | 1939 |
|
|
2019
Q1 | $2K | Buy |
58
+7
| +14% | +$241 | ﹤0.01% | 2208 |
|
|
2018
Q4 | $1K | Sell |
51
-29
| -36% | -$569 | ﹤0.01% | 2334 |
|
|
2018
Q3 | $3K | Buy |
80
+9
| +13% | +$338 | ﹤0.01% | 2075 |
|
|
2018
Q2 | $2K | Buy |
71
+33
| +87% | +$930 | ﹤0.01% | 2205 |
|
|
2018
Q1 | $1K | Sell |
38
-46
| -55% | -$1.21K | ﹤0.01% | 2406 |
|
|
2017
Q4 | $3K | Buy |
+84
| New | +$3K | ﹤0.01% | 2028 |
|
|
2017
Q3 | – | Sell |
-11
| Closed | – | – | 2468 |
|
|
2017
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 2282 |
|
|
2017
Q1 | $0 | Buy |
+11
| New | – | ﹤0.01% | 2018 |
|