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Bell Investment Advisors’s Clearwater Analytics CWAN Stock Holding History

Bell Investment Advisors’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.14K Buy
52
+22
+73% +$483 ﹤0.01% 1550
2025
Q1 		$804 Hold
30
– – ﹤0.01% 1622
2024
Q4 		$826 Hold
30
– – ﹤0.01% 1635
2024
Q3 		$758 Hold
30
– – ﹤0.01% 1674
2024
Q2 		$556 Buy
+30
New +$556 ﹤0.01% 1778