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Bartlett & Co Wealth Management’s Clearwater Analytics CWAN Stock Holding History

Bartlett & Co Wealth Management’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-131
Closed -$1.58K – 1201
2022
Q2 		$1.58K Buy
+131
New +$1.58K ﹤0.01% 1207