EverSource 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 | $45.9K | Buy |
994
+870
| +702% | +$40.1K | ﹤0.01% | 1670 |
|
|
2025
Q1 | $5.24K | Sell |
124
-941
| -88% | -$39.8K | ﹤0.01% | 2467 |
|
|
2024
Q4 | $58.3K | Buy |
1,065
+333
| +45% | +$18.2K | ﹤0.01% | 1120 |
|
|
2024
Q3 | $52.6K | Sell |
732
-1,263
| -63% | -$90.7K | ﹤0.01% | 1049 |
|
|
2024
Q2 | $197K | Buy |
1,995
+1,752
| +721% | +$173K | 0.01% | 561 |
|
|
2024
Q1 | $22.3K | Buy |
+243
| New | +$22.3K | ﹤0.01% | 1314 |
|