Stratos Wealth Partners’s TriState Capital Holdings, Inc. TSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $814K | Buy |
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|
2021
Q4 | $741K | Buy |
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|
2021
Q3 | $518K | Sell |
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|
2021
Q2 | $509K | Hold |
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|
2021
Q1 | $576K | Sell |
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|
2020
Q4 | $443K | Hold |
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|
2020
Q3 | $337K | Hold |
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|
2020
Q2 | $400K | Buy |
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|
2020
Q1 | $242K | Hold |
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|
2019
Q4 | $653K | Hold |
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|
2019
Q3 | $526K | Sell |
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|
2019
Q2 | $534K | Hold |
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|
2019
Q1 | $511K | Hold |
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|
2018
Q4 | $487K | Buy |
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|
2018
Q3 | $662K | Hold |
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|
2018
Q2 | $626K | Hold |
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|
2018
Q1 | $558K | Buy |
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|
2017
Q4 | $405K | Buy |
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|
2017
Q3 | $213K | Sell |
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|
2017
Q2 | $255K | Buy |
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