Rothschild Investment LLC’s TriState Capital Holdings, Inc. TSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,210
| Closed | -$218K | – | 542 |
|
|
2021
Q4 | $218K | Buy |
+7,210
| New | +$218K | 0.02% | 464 |
|
|
2020
Q3 | – | Sell |
-10,433
| Closed | -$164K | – | 457 |
|
|
2020
Q2 | $164K | Sell |
10,433
-3,015
| -22% | -$47.4K | 0.02% | 394 |
|
|
2020
Q1 | $130K | Sell |
13,448
-186
| -1% | -$1.8K | 0.02% | 398 |
|
|
2019
Q4 | $356K | Buy |
+13,634
| New | +$356K | 0.04% | 336 |
|