AssetMark Inc’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	$76.7K	Sell	3,497 -242	-6%	-$5.31K	﹤0.01%	1433
2025 Q1	$100K	Sell	3,739 -282	-7%	-$7.56K	﹤0.01%	1278
2024 Q4	$111K	Buy	+4,021	New	+$111K	﹤0.01%	1228