Emerald Mutual Fund Advisers Trust’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
$12.7M Buy
579,602
+307,165
+113% +$6.74M 0.77% 47
2025
Q1
$7.3M Buy
272,437
+26,339
+11% +$706K 0.52% 77
2024
Q4
$6.77M Sell
246,098
-49,141
-17% -$1.35M 0.41% 84
2024
Q3
$7.45M Buy
+295,239
New +$7.45M 0.39% 86