Essex Investment 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 | $25.6K | Hold |
1,166
| – | – | ﹤0.01% | 274 |
|
|
2025
Q1 | $31.2K | Hold |
1,166
| – | – | 0.01% | 269 |
|
|
2024
Q4 | $32.1K | Sell |
1,166
-1,643
| -58% | -$45.2K | 0.01% | 273 |
|
|
2024
Q3 | $70.9K | Hold |
2,809
| – | – | 0.01% | 247 |
|
|
2024
Q2 | $52K | Sell |
2,809
-390
| -12% | -$7.22K | 0.01% | 257 |
|
|
2024
Q1 | $56.6K | Sell |
3,199
-1,287
| -29% | -$22.8K | 0.01% | 253 |
|
|
2023
Q4 | $89.9K | Buy |
+4,486
| New | +$89.9K | 0.02% | 249 |
|