SWA
TSC
SFMG Wealth Advisors’s TriState Capital Holdings, Inc. TSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-13,125
| Closed | -$170K | – | 132 |
|
|
2015
Q2 | $170K | Hold |
13,125
| – | – | 0.04% | 115 |
|
|
2015
Q1 | $137K | Hold |
13,125
| – | – | 0.01% | 173 |
|
|
2014
Q4 | $134K | Hold |
13,125
| – | – | 0.03% | 120 |
|
|
2014
Q3 | $119K | Buy |
+13,125
| New | +$119K | 0.04% | 87 |
|