Envestnet Portfolio Solutions’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	$425K	Buy	19,399 +11,458	+144%	+$251K	﹤0.01%	1166
2025 Q1	$213K	Sell	7,941 -2,413	-23%	-$64.7K	﹤0.01%	1476
2024 Q4	$285K	Buy	+10,354	New	+$285K	﹤0.01%	1528