Perigon Wealth Management’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 |
-11,447
| Closed | -$822K | – | 1085 |
|
|
2024
Q3 | $822K | Buy |
11,447
+628
| +6% | +$45.1K | 0.02% | 481 |
|
|
2024
Q2 | $1.03M | Buy |
10,819
+2,599
| +32% | +$247K | 0.03% | 370 |
|
|
2024
Q1 | $756K | Buy |
8,220
+6
| +0.1% | +$552 | 0.02% | 435 |
|
|
2023
Q4 | $592K | Buy |
8,214
+13
| +0.2% | +$937 | 0.02% | 455 |
|
|
2023
Q3 | $583K | Buy |
8,201
+503
| +7% | +$35.7K | 0.02% | 409 |
|
|
2023
Q2 | $427K | Buy |
7,698
+1,800
| +31% | +$99.8K | 0.02% | 500 |
|
|
2023
Q1 | $260K | Buy |
+5,898
| New | +$260K | 0.01% | 590 |
|