Williams Jones Wealth Management’s Tidewater TDW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,541	Closed	-$288K	–	558
2023 Q1	$288K	Sell	6,541 -2,240	-26%	-$98.7K	﹤0.01%	450
2022 Q4	$324K	Buy	+8,781	New	+$324K	0.01%	429
2022 Q3	–	Sell	-35,240	Closed	-$743K	–	594
2022 Q2	$743K	Buy	+35,240	New	+$743K	0.01%	307