180 Wealth Advisors’s Tidewater TDW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $404K | Buy |
8,760
+2,438
| +39% | +$112K | 0.06% | 280 |
|
2025
Q1 | $267K | Buy |
6,322
+1,287
| +26% | +$54.4K | 0.04% | 341 |
|
2024
Q4 | $275K | Buy |
5,035
+1,069
| +27% | +$58.5K | 0.04% | 334 |
|
2024
Q3 | $285K | Buy |
3,966
+315
| +9% | +$22.6K | 0.04% | 342 |
|
2024
Q2 | $355K | Sell |
3,651
-349
| -9% | -$33.9K | 0.06% | 286 |
|
2024
Q1 | $368K | Buy |
4,000
+896
| +29% | +$82.4K | 0.07% | 256 |
|
2023
Q4 | $218K | Sell |
3,104
-190
| -6% | -$13.3K | 0.04% | 339 |
|
2023
Q3 | $234K | Buy |
+3,294
| New | +$234K | 0.05% | 301 |
|