United Capital Financial Advisors’s Tidewater TDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-363
| Closed | -$154K | – | 1286 |
|
|
2015
Q3 | $154K | Sell |
363
-20
| -5% | -$8.49K | ﹤0.01% | 1184 |
|
|
2015
Q2 | $281K | Sell |
383
-4
| -1% | -$2.94K | ﹤0.01% | 1093 |
|
|
2015
Q1 | $345K | Buy |
387
+7
| +2% | +$6.24K | ﹤0.01% | 1027 |
|
|
2014
Q4 | $398K | Buy |
380
+11
| +3% | +$11.5K | 0.01% | 894 |
|
|
2014
Q3 | $465K | Buy |
+369
| New | +$465K | 0.01% | 813 |
|
|
2014
Q2 | – | Sell |
-308
| Closed | -$483K | – | 917 |
|
|
2014
Q1 | $483K | Buy |
308
+115
| +60% | +$180K | 0.01% | 642 |
|
|
2013
Q4 | $369K | Buy |
+193
| New | +$369K | 0.01% | 482 |
|