SSWM
TSC
Sheets Smith Wealth Management’s TriState Capital Holdings, Inc. TSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-11,166
| Closed | -$228K | – | 380 |
|
|
2021
Q2 | $228K | Buy |
+11,166
| New | +$228K | 0.03% | 333 |
|
|
2018
Q4 | – | Sell |
-13,510
| Closed | -$373K | – | 335 |
|
|
2018
Q3 | $373K | Sell |
13,510
-510
| -4% | -$14.1K | 0.08% | 262 |
|
|
2018
Q2 | $366K | Buy |
14,020
+1,704
| +14% | +$44.5K | 0.09% | 241 |
|
|
2018
Q1 | $286K | Sell |
12,316
-85
| -0.7% | -$1.97K | 0.07% | 265 |
|
|
2017
Q4 | $285K | Buy |
12,401
+233
| +2% | +$5.36K | 0.07% | 272 |
|
|
2017
Q3 | $279K | Sell |
12,168
-89
| -0.7% | -$2.04K | 0.07% | 265 |
|
|
2017
Q2 | $309K | Buy |
12,257
+65
| +0.5% | +$1.64K | 0.08% | 227 |
|
|
2017
Q1 | $285K | Buy |
+12,192
| New | +$285K | 0.08% | 241 |
|