Carson Wealth (CWM LLC)’s Clearwater Analytics CWAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67K | Sell |
3,067
-4
| -0.1% | -$87 | ﹤0.01% | 3036 |
|
|
2025
Q1 | $82K | Buy |
3,071
+2,694
| +715% | +$71.9K | ﹤0.01% | 2584 |
|
|
2024
Q4 | $10K | Buy |
377
+170
| +82% | +$4.51K | ﹤0.01% | 3849 |
|
|
2024
Q3 | $5K | Sell |
207
-290
| -58% | -$7.01K | ﹤0.01% | 4077 |
|
|
2024
Q2 | $9K | Sell |
497
-78
| -14% | -$1.41K | ﹤0.01% | 3591 |
|
|
2024
Q1 | $10K | Buy |
575
+129
| +29% | +$2.24K | ﹤0.01% | 3316 |
|
|
2023
Q4 | $9K | Hold |
446
| – | – | ﹤0.01% | 3228 |
|
|
2023
Q3 | $9K | Sell |
446
-26
| -6% | -$525 | ﹤0.01% | 3179 |
|
|
2023
Q2 | $7K | Hold |
472
| – | – | ﹤0.01% | 3263 |
|
|
2023
Q1 | $8K | Sell |
472
-112
| -19% | -$1.9K | ﹤0.01% | 3064 |
|
|
2022
Q4 | $11K | Buy |
584
+138
| +31% | +$2.6K | ﹤0.01% | 2738 |
|
|
2022
Q3 | $7K | Hold |
446
| – | – | ﹤0.01% | 2882 |
|
|
2022
Q2 | $5K | Buy |
+446
| New | +$5K | ﹤0.01% | 2946 |
|
|
2022
Q1 | – | Sell |
-446
| Closed | -$10K | – | 3553 |
|
|
2021
Q4 | $10K | Buy |
+446
| New | +$10K | ﹤0.01% | 2337 |
|