Creative Planning’s TriState Capital Holdings, Inc. TSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-16,000
| Closed | -$418K | – | 1963 |
|
|
2019
Q4 | $418K | Hold |
16,000
| – | – | ﹤0.01% | 1205 |
|
|
2019
Q3 | $337K | Sell |
16,000
-6,324
| -28% | -$133K | ﹤0.01% | 1278 |
|
|
2019
Q2 | $476K | Sell |
22,324
-4,405
| -16% | -$93.9K | ﹤0.01% | 1102 |
|
|
2019
Q1 | $546K | Buy |
+26,729
| New | +$546K | ﹤0.01% | 982 |
|
|
2015
Q4 | – | Sell |
-969
| Closed | -$12K | – | 4485 |
|
|
2015
Q3 | $12K | Buy |
+969
| New | +$12K | ﹤0.01% | 3074 |
|
|
2015
Q2 | – | Sell |
-969
| Closed | -$10K | – | 3178 |
|
|
2015
Q1 | $10K | Hold |
969
| – | – | ﹤0.01% | 3160 |
|
|
2014
Q4 | $10K | Hold |
969
| – | – | ﹤0.01% | 3093 |
|
|
2014
Q3 | $9K | Hold |
969
| – | – | ﹤0.01% | 2976 |
|
|
2014
Q2 | $14K | Hold |
969
| – | – | ﹤0.01% | 2669 |
|
|
2014
Q1 | $14K | Buy |
+969
| New | +$14K | ﹤0.01% | 2562 |
|