Clearstead 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 | $65.5K | Buy |
1,420
+205
| +17% | +$9.46K | ﹤0.01% | 1195 |
|
|
2025
Q1 | $51.4K | Sell |
1,215
-117
| -9% | -$4.95K | ﹤0.01% | 1163 |
|
|
2024
Q4 | $72.9K | Sell |
1,332
-982
| -42% | -$53.7K | ﹤0.01% | 1085 |
|
|
2024
Q3 | $166K | Sell |
2,314
-456
| -16% | -$32.7K | ﹤0.01% | 910 |
|
|
2024
Q2 | $264K | Buy |
+2,770
| New | +$264K | ﹤0.01% | 727 |
|