JFS Wealth Advisors’s Tidewater TDW Stock Holding History

JFS Wealth 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	$93	Sell
2025 Q1	$296	Sell
2024 Q4	$493	Sell
2024 Q3	$1.36K	Sell
2024 Q2	$1.91K	Buy
2024 Q1	$1.47K	Hold
2023 Q4	$1.15K	Buy
2023 Q3	$1.07K	Buy
2023 Q2	$444	Buy
2023 Q1	$133	Buy