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Ellsworth Advisors’s Clearwater Analytics CWAN Stock Holding History

Ellsworth Advisors’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-19,763
Closed -$396K – 178
2023
Q4 		$396K Buy
+19,763
New +$396K 0.13% 139