Spire Wealth Management’s Tidewater TDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Buy |
10,406
+6,423
| +161% | +$296K | 0.02% | 516 |
|
|
2025
Q1 | $168K | Buy |
3,983
+498
| +14% | +$21.1K | 0.01% | 866 |
|
|
2024
Q4 | $191K | Buy |
3,485
+1,546
| +80% | +$84.6K | 0.01% | 836 |
|
|
2024
Q3 | $139K | Buy |
1,939
+100
| +5% | +$7.18K | ﹤0.01% | 825 |
|
|
2024
Q2 | $175K | Buy |
1,839
+19
| +1% | +$1.81K | 0.01% | 744 |
|
|
2024
Q1 | $167K | Buy |
1,820
+49
| +3% | +$4.51K | ﹤0.01% | 825 |
|
|
2023
Q4 | $121K | Buy |
1,771
+1,521
| +608% | +$104K | ﹤0.01% | 940 |
|
|
2023
Q3 | $17.8K | Hold |
250
| – | – | ﹤0.01% | 1547 |
|
|
2023
Q2 | $13.9K | Hold |
250
| – | – | ﹤0.01% | 1714 |
|
|
2023
Q1 | $11K | Buy |
+250
| New | +$11K | ﹤0.01% | 1810 |
|