Advisornet Financial’s Clearwater Analytics CWAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-145
Closed -$3.89K 2243
2025
Q1
$3.89K Buy
+145
New +$3.89K ﹤0.01% 1636