Curated Wealth Partners’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 | $333K | Buy |
15,183
+91
| +0.6% | +$2K | 0.04% | 119 |
|
|
2025
Q1 | $404K | Sell |
15,092
-919
| -6% | -$24.6K | 0.05% | 103 |
|
|
2024
Q4 | $441K | Sell |
16,011
-1,859
| -10% | -$51.2K | 0.05% | 95 |
|
|
2024
Q3 | $451K | Buy |
17,870
+390
| +2% | +$9.85K | 0.06% | 90 |
|
|
2024
Q2 | $324K | Buy |
+17,480
| New | +$324K | 0.05% | 100 |
|
|
2024
Q1 | – | Sell |
-14,924
| Closed | -$299K | – | 38 |
|
|
2023
Q4 | $299K | Buy |
+14,924
| New | +$299K | 0.05% | 116 |
|