Apollon Wealth Management’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 | $266K | Sell |
12,121
-220
| -2% | -$4.83K | 0.01% | 1057 |
|
|
2025
Q1 | $331K | Buy |
12,341
+459
| +4% | +$12.3K | 0.01% | 926 |
|
|
2024
Q4 | $327K | Buy |
11,882
+133
| +1% | +$3.66K | 0.01% | 906 |
|
|
2024
Q3 | $297K | Sell |
11,749
-143
| -1% | -$3.61K | 0.01% | 912 |
|
|
2024
Q2 | $220K | Sell |
11,892
-148
| -1% | -$2.74K | 0.01% | 987 |
|
|
2024
Q1 | $213K | Sell |
12,040
-1,630
| -12% | -$28.8K | 0.01% | 1019 |
|
|
2023
Q4 | $274K | Buy |
+13,670
| New | +$274K | 0.01% | 876 |
|