Visionary Wealth Advisors’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
-2,500
Closed -$238K 552
2024
Q2
$238K Hold
2,500
0.02% 458
2024
Q1
$230K Buy
+2,500
New +$230K 0.02% 452