Allworth 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 | $8.86K | Buy |
404
+225
| +126% | +$4.93K | ﹤0.01% | 2945 |
|
|
2025
Q1 | $4.07K | Buy |
179
+50
| +39% | +$1.14K | ﹤0.01% | 2868 |
|
|
2024
Q4 | $3.67K | Sell |
129
-25
| -16% | -$712 | ﹤0.01% | 2889 |
|
|
2024
Q3 | $3.89K | Sell |
154
-15
| -9% | -$379 | ﹤0.01% | 2681 |
|
|
2024
Q2 | $3.39K | Buy |
169
+98
| +138% | +$1.96K | ﹤0.01% | 2690 |
|
|
2024
Q1 | $1.26K | Buy |
71
+52
| +274% | +$920 | ﹤0.01% | 3005 |
|
|
2023
Q4 | $381 | Buy |
19
+12
| +171% | +$241 | ﹤0.01% | 3191 |
|
|
2023
Q3 | $136 | Buy |
+7
| New | +$136 | ﹤0.01% | 3283 |
|