Kestra Advisory Services’s Tidewater TDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,725
| Closed | -$267K | – | 2797 |
|
|
2024
Q3 | $267K | Sell |
3,725
-320
| -8% | -$23K | ﹤0.01% | 2157 |
|
|
2024
Q2 | $385K | Sell |
4,045
-230
| -5% | -$21.9K | ﹤0.01% | 1944 |
|
|
2024
Q1 | $393K | Sell |
4,275
-1,546
| -27% | -$142K | ﹤0.01% | 1816 |
|
|
2023
Q4 | $420K | Sell |
5,821
-570
| -9% | -$41.1K | ﹤0.01% | 1630 |
|
|
2023
Q3 | $454K | Buy |
+6,391
| New | +$454K | ﹤0.01% | 1421 |
|