Clearstead Advisors’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 | $28.4K | Buy |
1,294
+423
| +49% | +$9.28K | ﹤0.01% | 1475 |
|
|
2025
Q1 | $23.3K | Buy |
871
+87
| +11% | +$2.33K | ﹤0.01% | 1378 |
|
|
2024
Q4 | $21.6K | Sell |
784
-270
| -26% | -$7.43K | ﹤0.01% | 1359 |
|
|
2024
Q3 | $26.6K | Buy |
1,054
+363
| +53% | +$9.17K | ﹤0.01% | 1348 |
|
|
2024
Q2 | $12.8K | Buy |
+691
| New | +$12.8K | ﹤0.01% | 1488 |
|