DC Investments Management’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 | $497K | Buy |
+22,672
| New | +$497K | 0.21% | 72 |
|
2025
Q1 | – | Sell |
-18,752
| Closed | -$516K | – | 116 |
|
2024
Q4 | $516K | Hold |
18,752
| – | – | 0.34% | 55 |
|
2024
Q3 | $473K | Hold |
18,752
| – | – | 0.33% | 55 |
|
2024
Q2 | $347K | Hold |
18,752
| – | – | 0.29% | 63 |
|
2024
Q1 | $332K | Hold |
18,752
| – | – | 0.27% | 76 |
|
2023
Q4 | $376K | Hold |
18,752
| – | – | 0.38% | 57 |
|
2023
Q3 | $363K | Hold |
18,752
| – | – | 0.46% | 56 |
|
2023
Q2 | $298K | Hold |
18,752
| – | – | 0.34% | 68 |
|
2023
Q1 | $299K | Buy |
+18,752
| New | +$299K | 0.36% | 56 |
|