JFS 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 | $93 | Sell |
2
-5
| -71% | -$233 | ﹤0.01% | 1814 |
|
|
2025
Q1 | $296 | Sell |
7
-2
| -22% | -$85 | ﹤0.01% | 1816 |
|
|
2024
Q4 | $493 | Sell |
9
-10
| -53% | -$548 | ﹤0.01% | 1778 |
|
|
2024
Q3 | $1.37K | Sell |
19
-1
| -5% | -$72 | ﹤0.01% | 1618 |
|
|
2024
Q2 | $1.91K | Buy |
20
+4
| +25% | +$381 | ﹤0.01% | 1450 |
|
|
2024
Q1 | $1.47K | Hold |
16
| – | – | ﹤0.01% | 1544 |
|
|
2023
Q4 | $1.15K | Buy |
16
+1
| +7% | +$72 | ﹤0.01% | 1622 |
|
|
2023
Q3 | $1.07K | Buy |
15
+7
| +88% | +$498 | ﹤0.01% | 1580 |
|
|
2023
Q2 | $444 | Buy |
8
+5
| +167% | +$278 | ﹤0.01% | 1778 |
|
|
2023
Q1 | $133 | Buy |
+3
| New | +$133 | ﹤0.01% | 1872 |
|