Cerity Partners’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 | $222K | Sell |
10,137
-1,461
| -13% | -$32K | ﹤0.01% | 2297 |
|
|
2025
Q1 | $311K | Buy |
11,598
+793
| +7% | +$21.3K | ﹤0.01% | 1996 |
|
|
2024
Q4 | $273K | Sell |
10,805
-91
| -0.8% | -$2.3K | ﹤0.01% | 2083 |
|
|
2024
Q3 | $275K | Buy |
+10,896
| New | +$275K | ﹤0.01% | 2116 |
|
|
2024
Q2 | – | Sell |
-10,545
| Closed | -$187K | – | 2271 |
|
|
2024
Q1 | $187K | Buy |
+10,545
| New | +$187K | ﹤0.01% | 2126 |
|