Clearstead Advisors’s Tidewater TDW Stock Holding History

Clearstead Advisors’s Portfolio TDW Stock Details TDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$65.5K	Buy
2025 Q1	$51.4K	Sell
2024 Q4	$72.9K	Sell
2024 Q3	$166K	Sell
2024 Q2	$264K	Buy