IFP Advisors’s TriState Capital Holdings, Inc. TSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4973 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4785 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4627 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4403 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4228 |
|
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$10K | – | 4019 |
|
|
2020
Q1 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 1785 |
|
|
2019
Q4 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 1520 |
|
|
2019
Q3 | $21K | Buy |
+1,000
| New | +$21K | ﹤0.01% | 1745 |
|
|
2019
Q1 | – | Sell |
-22,000
| Closed | -$421K | – | 3638 |
|
|
2018
Q4 | $421K | Buy |
22,000
+5,000
| +29% | +$95.7K | 0.03% | 613 |
|
|
2018
Q3 | $469K | Hold |
17,000
| – | – | 0.02% | 689 |
|
|
2018
Q2 | $444K | Buy |
17,000
+7,000
| +70% | +$183K | 0.02% | 705 |
|
|
2018
Q1 | $230K | Hold |
10,000
| – | – | 0.01% | 927 |
|
|
2017
Q4 | $230K | Buy |
+10,000
| New | +$230K | 0.01% | 925 |
|
|
2017
Q3 | – | Sell |
-22
| Closed | -$1K | – | 4228 |
|
|
2017
Q2 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 3950 |
|