Fermata 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 | $223K | Buy |
+4,835
| New | +$223K | 0.06% | 204 |
|
|
2025
Q1 | – | Sell |
-3,970
| Closed | -$217K | – | 303 |
|
|
2024
Q4 | $217K | Buy |
3,970
+680
| +21% | +$37.2K | 0.04% | 245 |
|
|
2024
Q3 | $236K | Buy |
3,290
+902
| +38% | +$64.8K | 0.05% | 217 |
|
|
2024
Q2 | $227K | Sell |
2,388
-360
| -13% | -$34.3K | 0.05% | 199 |
|
|
2024
Q1 | $253K | Buy |
+2,748
| New | +$253K | 0.06% | 179 |
|