Sheets Smith 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 Q3	–	Sell	-7,421	Closed	-$707K	–	395
2024 Q2	$707K	Buy	7,421 +321	+5%	+$30.6K	0.08%	190
2024 Q1	$653K	Buy	7,100 +32	+0.5%	+$2.94K	0.07%	204
2023 Q4	$510K	Buy	+7,068	New	+$510K	0.07%	212