Arcadia Investment 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 | $45.1K | Hold |
2,057
| – | – | 0.01% | 186 |
|
|
2025
Q1 | $55.1K | Hold |
2,057
| – | – | 0.01% | 195 |
|
|
2024
Q4 | $56.6K | Buy |
+2,057
| New | +$56.6K | 0.01% | 214 |
|
|
2024
Q3 | – | Sell |
-1,188
| Closed | -$22K | – | 271 |
|
|
2024
Q2 | $22K | Buy |
1,188
+211
| +22% | +$3.91K | ﹤0.01% | 238 |
|
|
2024
Q1 | $17.3K | Hold |
977
| – | – | ﹤0.01% | 252 |
|
|
2023
Q4 | $19.6K | Buy |
+977
| New | +$19.6K | ﹤0.01% | 260 |
|