Concourse Financial Group Securities’s Clearwater Analytics CWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1811 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3598 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 3592 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 3639 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3654 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 3592 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 3572 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3544 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3479 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3431 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 3218 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 3285 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 3238 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3394 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3355 |
|