SDWMA
TSC
Schneider Downs Wealth Management Advisors’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 |
-59,445
| Closed | -$1.98M | – | 159 |
|
|
2022
Q1 | $1.98M | Hold |
59,445
| – | – | 0.5% | 28 |
|
|
2021
Q4 | $1.8M | Buy |
59,445
+25,055
| +73% | +$758K | 0.43% | 34 |
|
|
2021
Q3 | $727K | Hold |
34,390
| – | – | 0.19% | 63 |
|
|
2021
Q2 | $701K | Hold |
34,390
| – | – | 0.18% | 55 |
|
|
2021
Q1 | $793K | Hold |
34,390
| – | – | 0.19% | 46 |
|
|
2020
Q4 | $598K | Sell |
34,390
-1,660
| -5% | -$28.9K | 0.17% | 44 |
|
|
2020
Q3 | $477K | Hold |
36,050
| – | – | 0.16% | 48 |
|
|
2020
Q2 | $566K | Buy |
+36,050
| New | +$566K | 0.19% | 42 |
|