Venturi 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 Q1	–	Sell	-1,271	Closed	-$69.5K	–	1690
2024 Q4	$69.5K	Buy	1,271 +1,211	+2,018%	+$66.3K	﹤0.01%	915
2024 Q3	$4.31K	Buy	+60	New	+$4.31K	﹤0.01%	1505
2024 Q2	–	Sell	-17	Closed	-$1.56K	–	1538
2024 Q1	$1.56K	Buy	+17	New	+$1.56K	﹤0.01%	1287