LFR
TSC
Lehman Financial Resources’s TriState Capital Holdings, Inc. TSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-23,406
| Closed | -$321K | – | 64 |
|
|
2016
Q2 | $321K | Sell |
23,406
-3,000
| -11% | -$41.1K | 0.16% | 46 |
|
|
2016
Q1 | $332K | Buy |
26,406
+600
| +2% | +$7.54K | 0.18% | 47 |
|
|
2015
Q4 | $361K | Sell |
25,806
-2,100
| -8% | -$29.4K | 0.19% | 44 |
|
|
2015
Q3 | $347K | Hold |
27,906
| – | – | 0.18% | 46 |
|
|
2015
Q2 | $360K | Sell |
27,906
-30,702
| -52% | -$396K | 0.17% | 47 |
|
|
2015
Q1 | $614K | Hold |
58,608
| – | – | 0.28% | 40 |
|
|
2014
Q4 | $600K | Buy |
58,608
+54,508
| +1,329% | +$558K | 0.29% | 43 |
|
|
2014
Q3 | $37K | Buy |
+4,100
| New | +$37K | 0.02% | 176 |
|