Sowell Financial Services’s TriState Capital Holdings, Inc. TSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,647
| Closed | -$62K | – | 3099 |
|
|
2021
Q1 | $62K | Buy |
2,647
+510
| +24% | +$11.9K | ﹤0.01% | 1563 |
|
|
2020
Q4 | $37K | Hold |
2,137
| – | – | ﹤0.01% | 1516 |
|
|
2020
Q3 | $28K | Sell |
2,137
-1,475
| -41% | -$19.3K | ﹤0.01% | 1421 |
|
|
2020
Q2 | $57K | Hold |
3,612
| – | – | ﹤0.01% | 1136 |
|
|
2020
Q1 | $35K | Buy |
+3,612
| New | +$35K | ﹤0.01% | 1178 |
|