CIBC Private Wealth Group’s Clearwater Analytics CWAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6K | Hold |
485
| – | – | ﹤0.01% | 2234 |
|
|
2025
Q1 | $10.8K | Sell |
485
-74,670
| -99% | -$1.66M | ﹤0.01% | 2224 |
|
|
2024
Q4 | $2.05M | Buy |
75,155
+11,450
| +18% | +$312K | ﹤0.01% | 561 |
|
|
2024
Q3 | $1.61M | Buy |
63,705
+24,035
| +61% | +$607K | ﹤0.01% | 596 |
|
|
2024
Q2 | $757K | Buy |
39,670
+39,205
| +8,431% | +$748K | ﹤0.01% | 719 |
|
|
2024
Q1 | $8.02K | Buy |
+465
| New | +$8.02K | ﹤0.01% | 2361 |
|
|
2023
Q3 | – | Sell |
-21,730
| Closed | -$345K | – | 1087 |
|
|
2023
Q2 | $345K | Buy |
21,730
+2,795
| +15% | +$44.4K | ﹤0.01% | 752 |
|
|
2023
Q1 | $302K | Buy |
18,935
+7,915
| +72% | +$126K | ﹤0.01% | 781 |
|
|
2022
Q4 | $207K | Buy |
+11,020
| New | +$207K | ﹤0.01% | 726 |
|