TWA
TCI Wealth Advisors’s Tidewater TDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-680
| Closed | -$30K | – | 2022 |
|
|
2023
Q1 | $30K | Sell |
680
-310
| -31% | -$13.7K | ﹤0.01% | 562 |
|
|
2022
Q4 | $36.5K | Hold |
990
| – | – | 0.01% | 491 |
|
|
2022
Q3 | $21K | Sell |
990
-90
| -8% | -$1.91K | ﹤0.01% | 643 |
|
|
2022
Q2 | $23K | Sell |
1,080
-132
| -11% | -$2.81K | ﹤0.01% | 602 |
|
|
2022
Q1 | $27K | Buy |
1,212
+135
| +13% | +$3.01K | ﹤0.01% | 579 |
|
|
2021
Q4 | $12K | Buy |
1,077
+497
| +86% | +$5.54K | ﹤0.01% | 1055 |
|
|
2021
Q3 | $7K | Buy |
580
+435
| +300% | +$5.25K | ﹤0.01% | 1371 |
|
|
2021
Q2 | $2K | Buy |
+145
| New | +$2K | ﹤0.01% | 2080 |
|
|
2019
Q1 | – | Sell |
-14
| Closed | – | – | 1541 |
|
|
2018
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 1637 |
|
|
2018
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 1566 |
|
|
2018
Q2 | $0 | Buy |
+14
| New | – | ﹤0.01% | 1594 |
|
|
2014
Q4 | – | Sell |
-41
| Closed | -$2K | – | 927 |
|
|
2014
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 757 |
|
|
2014
Q2 | $2K | Hold |
41
| – | – | ﹤0.01% | 777 |
|
|
2014
Q1 | $2K | Hold |
41
| – | – | ﹤0.01% | 740 |
|
|
2013
Q4 | $2K | Hold |
41
| – | – | ﹤0.01% | 725 |
|
|
2013
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 649 |
|
|
2013
Q2 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 609 |
|