Global Retirement Partners’s TriState Capital Holdings, Inc. TSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,414
| Closed | -$30K | – | 2009 |
|
|
2021
Q3 | $30K | Hold |
1,414
| – | – | ﹤0.01% | 1062 |
|
|
2021
Q2 | $29K | Buy |
1,414
+42
| +3% | +$861 | ﹤0.01% | 1074 |
|
|
2021
Q1 | $32K | Buy |
1,372
+195
| +17% | +$4.55K | ﹤0.01% | 954 |
|
|
2020
Q4 | $20K | Buy |
1,177
+78
| +7% | +$1.33K | ﹤0.01% | 1039 |
|
|
2020
Q3 | $15K | Hold |
1,099
| – | – | ﹤0.01% | 1032 |
|
|
2020
Q2 | $17K | Buy |
1,099
+221
| +25% | +$3.42K | ﹤0.01% | 963 |
|
|
2020
Q1 | $8K | Hold |
878
| – | – | ﹤0.01% | 1118 |
|
|
2019
Q4 | $23K | Hold |
878
| – | – | ﹤0.01% | 897 |
|
|
2019
Q3 | $18K | Hold |
878
| – | – | ﹤0.01% | 946 |
|
|
2019
Q2 | $19K | Buy |
878
+57
| +7% | +$1.23K | ﹤0.01% | 929 |
|
|
2019
Q1 | $17K | Buy |
821
+270
| +49% | +$5.59K | ﹤0.01% | 892 |
|
|
2018
Q4 | $11K | Buy |
551
+447
| +430% | +$8.92K | ﹤0.01% | 959 |
|
|
2018
Q3 | $3K | Hold |
104
| – | – | ﹤0.01% | 1366 |
|
|
2018
Q2 | $3K | Buy |
104
+46
| +79% | +$1.33K | ﹤0.01% | 1351 |
|
|
2018
Q1 | $1K | Hold |
58
| – | – | ﹤0.01% | 1456 |
|
|
2017
Q4 | $1K | Buy |
+58
| New | +$1K | ﹤0.01% | 1405 |
|