DT
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Diversified Trust’s Clearwater Analytics CWAN Stock Holding History

Diversified Trust’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-18,304
Closed -$504K – 952
2024
Q4 		$504K Sell
18,304
-2,160
-11% -$59.4K 0.01% 598
2024
Q3 		$517K Buy
+20,464
New +$517K 0.01% 575