OneDigital Investment Advisors’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 |
-10,260
| Closed | -$737K | – | 1513 |
|
|
2024
Q3 | $737K | Buy |
10,260
+123
| +1% | +$8.83K | 0.01% | 773 |
|
|
2024
Q2 | $965K | Buy |
10,137
+930
| +10% | +$88.5K | 0.01% | 632 |
|
|
2024
Q1 | $847K | Sell |
9,207
-1,777
| -16% | -$163K | 0.01% | 560 |
|
|
2023
Q4 | $792K | Sell |
10,984
-261
| -2% | -$18.8K | 0.01% | 556 |
|
|
2023
Q3 | $799K | Buy |
11,245
+1,790
| +19% | +$127K | 0.02% | 482 |
|
|
2023
Q2 | $524K | Buy |
+9,455
| New | +$524K | 0.01% | 623 |
|