Crossmark Global Holdings’s Clearwater Analytics CWAN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-12,977	Closed	-$240K	–	1295
2024 Q2	$240K	Buy	12,977 +270	+2%	+$4.99K	﹤0.01%	1158
2024 Q1	$225K	Hold	12,707	–	–	﹤0.01%	1229
2023 Q4	$255K	Buy	12,707 +2,583	+26%	+$51.8K	0.01%	1147
2023 Q3	$207K	Buy	+10,124	New	+$207K	﹤0.01%	1189