Cetera Investment Advisers’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 | $1.02M | Buy |
46,484
+31,061
| +201% | +$681K | ﹤0.01% | 2357 |
|
|
2025
Q1 | $413K | Buy |
15,423
+1,180
| +8% | +$31.6K | ﹤0.01% | 3004 |
|
|
2024
Q4 | $392K | Buy |
14,243
+5,379
| +61% | +$148K | ﹤0.01% | 2892 |
|
|
2024
Q3 | $224K | Buy |
+8,864
| New | +$224K | ﹤0.01% | 3301 |
|
|
2024
Q2 | – | Sell |
-11,118
| Closed | -$197K | – | 3712 |
|
|
2024
Q1 | $197K | Buy |
+11,118
| New | +$197K | ﹤0.01% | 3361 |
|