Veritable’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 |
-18,334
| Closed | -$609K | – | 979 |
|
|
2022
Q1 | $609K | Hold |
18,334
| – | – | 0.01% | 508 |
|
|
2021
Q4 | $555K | Hold |
18,334
| – | – | 0.01% | 532 |
|
|
2021
Q3 | $388K | Hold |
18,334
| – | – | 0.01% | 617 |
|
|
2021
Q2 | $374K | Hold |
18,334
| – | – | 0.01% | 612 |
|
|
2021
Q1 | $423K | Hold |
18,334
| – | – | 0.01% | 545 |
|
|
2020
Q4 | $319K | Buy |
+18,334
| New | +$319K | 0.01% | 608 |
|