Naviter Wealth’s Tidewater TDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.41M | Buy |
182,226
+75,280
| +70% | +$3.47M | 1.04% | 16 |
|
|
2025
Q1 | $4.65M | Sell |
106,946
-60,719
| -36% | -$2.64M | 0.56% | 40 |
|
|
2024
Q4 | $9.17M | Buy |
167,665
+41,615
| +33% | +$2.28M | 1.11% | 18 |
|
|
2024
Q3 | $9.05M | Buy |
126,050
+41,256
| +49% | +$2.96M | 1.26% | 14 |
|
|
2024
Q2 | $8.07M | Sell |
84,794
-164,048
| -66% | -$15.6M | 1.21% | 14 |
|
|
2024
Q1 | $22.9M | Sell |
248,842
-46,972
| -16% | -$4.32M | 3.75% | 3 |
|
|
2023
Q4 | $21.3M | Sell |
295,814
-20,000
| -6% | -$1.44M | 4.29% | 2 |
|
|
2023
Q3 | $22.4M | Buy |
315,814
+149,205
| +90% | +$10.6M | 5.42% | 2 |
|
|
2023
Q2 | $9.24M | Buy |
166,609
+28,600
| +21% | +$1.59M | 2.35% | 8 |
|
|
2023
Q1 | $6.08M | Sell |
138,009
-5,000
| -3% | -$220K | 2.13% | 9 |
|
|
2022
Q4 | $6.08M | Buy |
143,009
+2,432
| +2% | +$103K | 1.67% | 15 |
|
|
2022
Q3 | $3.05M | Hold |
140,577
| – | – | 1.24% | 14 |
|
|
2022
Q2 | $2.97M | Sell |
140,577
-113
| -0.1% | -$2.38K | 1.22% | 14 |
|
|
2022
Q1 | $3.06M | Hold |
140,690
| – | – | 1.02% | 33 |
|
|
2021
Q4 | $1.51M | Buy |
+140,690
| New | +$1.51M | 0.45% | 49 |
|