Northwestern Mutual Wealth Management’s TriState Capital Holdings, Inc. TSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-250
| Closed | -$8K | – | 3604 |
|
|
2022
Q1 | $8K | Hold |
250
| – | – | ﹤0.01% | 2619 |
|
|
2021
Q4 | $8K | Hold |
250
| – | – | ﹤0.01% | 2661 |
|
|
2021
Q3 | $5K | Hold |
250
| – | – | ﹤0.01% | 2700 |
|
|
2021
Q2 | $5K | Hold |
250
| – | – | ﹤0.01% | 2676 |
|
|
2021
Q1 | $6K | Sell |
250
-2,981
| -92% | -$71.5K | ﹤0.01% | 2434 |
|
|
2020
Q4 | $56K | Hold |
3,231
| – | – | ﹤0.01% | 1615 |
|
|
2020
Q3 | $43K | Buy |
3,231
+494
| +18% | +$6.57K | ﹤0.01% | 1556 |
|
|
2020
Q2 | $43K | Hold |
2,737
| – | – | ﹤0.01% | 1497 |
|
|
2020
Q1 | $26K | Buy |
2,737
+987
| +56% | +$9.38K | ﹤0.01% | 1616 |
|
|
2019
Q4 | $46K | Hold |
1,750
| – | – | ﹤0.01% | 1496 |
|
|
2019
Q3 | $37K | Buy |
1,750
+250
| +17% | +$5.29K | ﹤0.01% | 1524 |
|
|
2019
Q2 | $32K | Hold |
1,500
| – | – | ﹤0.01% | 1560 |
|
|
2019
Q1 | $31K | Buy |
+1,500
| New | +$31K | ﹤0.01% | 1555 |
|
|
2017
Q1 | – | Sell |
-1,083
| Closed | -$24K | – | 2517 |
|
|
2016
Q4 | $24K | Buy |
+1,083
| New | +$24K | ﹤0.01% | 1300 |
|
|
2015
Q4 | – | Sell |
-10,000
| Closed | -$125K | – | 1915 |
|
|
2015
Q3 | $125K | Buy |
+10,000
| New | +$125K | ﹤0.01% | 549 |
|