XWM
Xcel Wealth Management’s Trustmark TRMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,000
| Closed | -$202K | – | 145 |
|
|
2021
Q1 | $202K | Buy |
+6,000
| New | +$202K | 0.07% | 129 |
|
|
2020
Q1 | – | Sell |
-8,000
| Closed | -$276K | – | 82 |
|
|
2019
Q4 | $276K | Hold |
8,000
| – | – | 0.23% | 62 |
|
|
2019
Q3 | $272K | Hold |
8,000
| – | – | 0.25% | 62 |
|
|
2019
Q2 | $266K | Hold |
8,000
| – | – | 0.26% | 65 |
|
|
2019
Q1 | $269K | Hold |
8,000
| – | – | 0.28% | 66 |
|
|
2018
Q4 | $227K | Buy |
+8,000
| New | +$227K | 0.28% | 57 |
|